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Shore Point Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Shore Point Advisors’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
Q1 		– Sell
-125
Closed -$15K – 188
2021
Q4 		$15K Buy
+125
New +$13.7K 0.01% 114

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Shore Point Advisors's VNQ Position: Q1 2022 in Review

Shore Point Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 125 shares — an estimated $15K sold.

Shore Point Advisors first reported a position in VNQ in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Shore Point Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Shore Point Advisors sold 125 Vanguard Real Estate ETF shares in Q1 2022, an estimated $15K.
  • Shore Point Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Shore Point Advisors's Vanguard Real Estate ETF position peaked at $15K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.