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Sowa Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-450
Closed -$38K – 217
2020
Q4 		$38K Sell
450
-503
-53% -$41.7K 0.03% 146
2020
Q3 		$75K Hold
953
– – 0.05% 101
2020
Q2 		$75K Sell
953
-50
-5% -$3.79K 0.06% 94
2020
Q1 		$70K Sell
1,003
-391
-28% -$34.3K 0.06% 93
2019
Q4 		$129K Buy
+1,394
New +$129K 0.11% 74

Other funds holding VNQ

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowa Financial Group's VNQ Position: Q1 2021 in Review

Sowa Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 450 shares — an estimated $38K sold.

Sowa Financial Group first reported a position in VNQ in Q4 2019 and held it in 5 quarters. The position peaked at $129K in Q4 2019. 1,346 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

  • Sowa Financial Group reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 450 Vanguard Real Estate ETF shares in Q1 2021, an estimated $38K.
  • Sowa Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Vanguard Real Estate ETF position peaked at $129K in Q4 2019.
  • 1,346 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.