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

Shulman DeMeo 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 Q2	–	Sell	-2,917	Closed	-$204K	–	113
2020 Q1	$204K	Buy	2,917 +10	+0.3%	+$878	0.09%	90
2019 Q4	$270K	Hold	2,907	–	–	0.09%	103
2019 Q3	$271K	Hold	2,907	–	–	0.09%	104
2019 Q2	$254K	Hold	2,907	–	–	0.09%	105
2019 Q1	$253K	Buy	+2,907	New	+$240K	0.1%	103

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Shulman DeMeo Asset Management's VNQ Position: Q2 2020 in Review

Shulman DeMeo Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 2,917 shares — an estimated $204K sold.

Shulman DeMeo Asset Management first reported a position in VNQ in Q1 2019 and held it in 5 quarters. The position peaked at $271K in Q3 2019. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Shulman DeMeo Asset Management reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Shulman DeMeo Asset Management sold 2,917 Vanguard Real Estate ETF shares in Q2 2020, an estimated $204K.
Shulman DeMeo Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2019 and held it in 5 quarters.
Shulman DeMeo Asset Management's Vanguard Real Estate ETF position peaked at $271K in Q3 2019.
1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2020, filed 21 Jul 2020.