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

Selway 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
2022 Q4	–	Sell	-1,700	Closed	-$136K	–	144
2022 Q3	$136K	Buy	+1,700	New	+$159K	0.08%	73
2018 Q3	–	Sell	-4,200	Closed	-$342K	–	77
2018 Q2	$342K	Hold	4,200	–	–	0.21%	67
2018 Q1	$317K	Hold	4,200	–	–	0.2%	62
2017 Q4	$349K	Hold	4,200	–	–	0.21%	63
2017 Q3	$349K	Buy	4,200 +1,700	+68%	+$142K	0.2%	65
2017 Q2	$208K	Hold	2,500	–	–	0.12%	76
2017 Q1	$206K	Hold	2,500	–	–	0.12%	78
2016 Q4	$206K	Hold	2,500	–	–	0.12%	76
2016 Q3	$217K	Hold	2,500	–	–	0.13%	74
2016 Q2	$222K	Hold	2,500	–	–	0.14%	75
2016 Q1	$209K	Buy	+2,500	New	+$195K	0.14%	68
2015 Q2	–	Sell	-5,000	Closed	-$422K	–	73
2015 Q1	$422K	Hold	5,000	–	–	0.22%	65
2014 Q4	$405K	Hold	5,000	–	–	0.22%	59
2014 Q3	$359K	Hold	5,000	–	–	0.17%	64
2014 Q2	$374K	Hold	5,000	–	–	0.18%	63
2014 Q1	$353K	Hold	5,000	–	–	0.2%	57
2013 Q4	$323K	Sell	5,000 -5,000	-50%	-$334K	0.17%	62
2013 Q3	$661K	Hold	10,000	–	–	0.38%	61
2013 Q2	$687K	Buy	+10,000	New	+$726K	0.42%	56

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Selway Asset Management's VNQ Position: Q4 2022 in Review

Selway Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 1,700 shares — an estimated $136K sold.

Selway Asset Management first reported a position in VNQ in Q2 2013 and held it in 19 quarters. The position peaked at $687K in Q2 2013. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Selway Asset Management reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Selway Asset Management sold 1,700 Vanguard Real Estate ETF shares in Q4 2022, an estimated $136K.
Selway Asset Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 19 quarters.
Selway Asset Management's Vanguard Real Estate ETF position peaked at $687K in Q2 2013.
1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Selway Asset Management's 13F filing for Q4 2022, filed 17 Feb 2023.