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Secure Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Secure Asset Management’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
2020
Q3 		– Sell
-3,977
Closed -$312K – 172
2020
Q2 		$312K Buy
+3,977
New +$301K 0.22% 110

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Secure Asset Management's VNQ Position: Q3 2020 in Review

Secure Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 3,977 shares — an estimated $312K sold.

Secure Asset Management first reported a position in VNQ in Q2 2020 and held it in 1 quarter. The position peaked at $312K in Q2 2020. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • Secure Asset Management reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Secure Asset Management sold 3,977 Vanguard Real Estate ETF shares in Q3 2020, an estimated $312K.
  • Secure Asset Management first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 1 quarter.
  • Secure Asset Management's Vanguard Real Estate ETF position peaked at $312K in Q2 2020.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Secure Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.