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Sonora Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sonora Investment 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
2021
Q3 		$128K Buy
1,258
+564
+81% +$59.8K 0.02% 267
2021
Q2 		$71K Sell
694
-69
-9% -$6.84K 0.01% 329
2021
Q1 		$70K Sell
763
-60
-7% -$5.27K 0.01% 497
2020
Q4 		$70K Buy
823
+32
+4% +$2.65K 0.01% 511
2020
Q3 		$62K Buy
791
+275
+53% +$22.1K 0.01% 502
2020
Q2 		$41K Sell
516
-22
-4% -$1.67K ﹤0.01% 566
2020
Q1 		$38K Sell
538
-295
-35% -$25.9K ﹤0.01% 566
2019
Q4 		$77K Buy
833
+404
+94% +$37.4K 0.01% 396
2019
Q3 		$40K Buy
429
+23
+6% +$2.09K ﹤0.01% 611
2019
Q2 		$35K Buy
406
+343
+544% +$30K ﹤0.01% 646
2019
Q1 		$5K Buy
+63
New +$5.21K ﹤0.01% 1243
2018
Q2 		– Sell
-32
Closed -$2.42K – 1223
2018
Q1 		$2.42K Buy
+32
New +$2.45K ﹤0.01% 1036
2016
Q4 		– Sell
-45
Closed -$3.9K – 868
2016
Q3 		$3.9K Buy
+45
New +$4.01K ﹤0.01% 713
2015
Q4 		– Sell
-370
Closed -$27K – 1156
2015
Q3 		$27K Buy
+370
New +$28.4K 0.01% 284

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Sonora Investment Management's VNQ Position: Q3 2021 in Review

Sonora Investment Management increased its Vanguard Real Estate ETF (VNQ) stake by 81% in Q3 2021, buying an estimated $59.8K and bringing the position to 1,258 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #267.

Sonora Investment Management first reported a position in VNQ in Q3 2015 and has held it in 14 quarters since. 1,438 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • Sonora Investment Management held 1,258 shares of Vanguard Real Estate ETF worth $128K as of Q3 2021.
  • Sonora Investment Management bought 564 Vanguard Real Estate ETF shares in Q3 2021, an estimated $59.8K.
  • Vanguard Real Estate ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #267 holding.
  • Sonora Investment Management first reported a position in Vanguard Real Estate ETF in Q3 2015 and has held it in 14 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.