RPg Family Wealth Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

RPg Family Wealth Advisory’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-71	Closed	-$7.69K	–	319
2022 Q1	$7.69K	Buy	+71	New	+$7.51K	﹤0.01%	284
2020 Q1	–	Sell	-242	Closed	-$22.5K	–	290
2019 Q4	$22.5K	Buy	242 +40	+20%	+$3.7K	0.01%	201
2019 Q3	$18.8K	Hold	202	–	–	0.01%	232
2019 Q2	$17.7K	Buy	202 +56	+38%	+$4.9K	0.01%	231
2019 Q1	$12.7K	Buy	+146	New	+$12.1K	0.01%	270
2018 Q3	–	Sell	-147	Closed	-$12K	–	277
2018 Q2	$12K	Buy	+147	New	+$11.4K	0.01%	209
2016 Q3	–	Sell	-336	Closed	-$29.8K	–	270
2016 Q2	$29.8K	Buy	+336	New	+$28.2K	0.01%	162
2016 Q1	–	Sell	-177	Closed	-$14.1K	–	292
2015 Q4	$14.1K	Buy	+177	New	+$14K	0.01%	172

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

RPg Family Wealth Advisory's VNQ Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 71 shares — an estimated $7.69K sold.

RPg Family Wealth Advisory first reported a position in VNQ in Q4 2015 and held it in 8 quarters. The position peaked at $29.8K in Q2 2016. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 71 Vanguard Real Estate ETF shares in Q2 2022, an estimated $7.69K.
RPg Family Wealth Advisory first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 8 quarters.
RPg Family Wealth Advisory's Vanguard Real Estate ETF position peaked at $29.8K in Q2 2016.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.