SHJ
VNQ icon

Sharkey, Howes & Javer’s Vanguard Real Estate ETF VNQ Stock Holding History

Sharkey, Howes & Javer’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
-301
Closed -$26K – 176
2019
Q2 		$26K Hold
301
– – 0.01% 131
2019
Q1 		$26K Sell
301
-3,142
-91% -$260K 0.01% 134
2018
Q4 		$257K Buy
3,443
+1,912
+125% +$151K 0.17% 41
2018
Q3 		$124K Buy
1,531
+68
+5% +$5.6K 0.06% 76
2018
Q2 		$119K Sell
1,463
-21
-1% -$1.63K 0.07% 66
2018
Q1 		$111K Sell
1,484
-207
-12% -$15.8K 0.06% 59
2017
Q4 		$140K Buy
1,691
+411
+32% +$34.4K 0.08% 49
2017
Q3 		$107K Buy
1,280
+1
+0.1% +$84 0.06% 64
2017
Q2 		$106K Buy
1,279
+294
+30% +$24.5K 0.06% 57
2017
Q1 		$81K Sell
985
-1,926
-66% -$160K 0.04% 73
2016
Q4 		$240K Buy
2,911
+465
+19% +$37.9K 0.15% 31
2016
Q3 		$212K Hold
2,446
– – 0.13% 34
2016
Q2 		$217K Buy
2,446
+1,854
+313% +$156K 0.14% 34
2016
Q1 		$50K Sell
592
-30
-5% -$2.33K 0.04% 90
2015
Q4 		$50K Buy
+622
New +$49.2K 0.03% 90
2015
Q2 		– Sell
-185
Closed -$16K – 261
2015
Q1 		$16K Buy
+185
New +$15.7K 0.01% 166

Other funds holding VNQ

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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Sharkey, Howes & Javer's VNQ Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Vanguard Real Estate ETF (VNQ) in Q3 2019, closing a stake of 301 shares — an estimated $26K sold.

Sharkey, Howes & Javer first reported a position in VNQ in Q1 2015 and held it in 16 quarters. The position peaked at $257K in Q4 2018. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Vanguard Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 301 Vanguard Real Estate ETF shares in Q3 2019, an estimated $26K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Real Estate ETF in Q1 2015 and held it in 16 quarters.
  • Sharkey, Howes & Javer's Vanguard Real Estate ETF position peaked at $257K in Q4 2018.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.