RCG
VNQ icon

Ruggie Capital Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Ruggie Capital Group’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
2019
Q3 		– Sell
-76
Closed -$6K – 278
2019
Q2 		$6K Sell
76
-772
-91% -$67.6K 0.01% 144
2019
Q1 		$68K Sell
848
-1,376
-62% -$114K 0.08% 92
2018
Q4 		$166K Buy
+2,224
New +$175K 0.07% 114
2018
Q3 		– Sell
-1,900
Closed -$155K – 321
2018
Q2 		$155K Hold
1,900
– – 0.08% 119
2018
Q1 		$143K Hold
1,900
– – 0.08% 100
2017
Q4 		$158K Hold
1,900
– – 0.1% 80
2017
Q3 		$158K Sell
1,900
-205
-10% -$17.1K 0.1% 75
2017
Q2 		$175K Buy
+2,105
New +$176K 0.12% 74
2015
Q4 		– Sell
-99
Closed -$8K – 185
2015
Q3 		$8K Hold
99
– – 0.01% 140
2015
Q2 		$7K Buy
+99
New +$7.91K 0.01% 198

Other funds holding VNQ

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return