Spearhead Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Spearhead Capital 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 Q3	–	Sell	-4,333	Closed	-$395K	–	172
2022 Q2	$395K	Sell	4,333 -114	-3%	-$11.4K	0.06%	95
2022 Q1	$482K	Buy	4,447 +2,049	+85%	+$217K	0.06%	88
2021 Q4	$278K	Buy	2,398 +22	+0.9%	+$2.4K	0.03%	154
2021 Q3	$242K	Sell	2,376 -493	-17%	-$52.3K	0.03%	176
2021 Q2	$292K	Sell	2,869 -129	-4%	-$12.8K	0.04%	178
2021 Q1	$275K	Buy	2,998 +423	+16%	+$37.2K	0.04%	174
2020 Q4	$219K	Buy	+2,575	New	+$214K	0.03%	167
2020 Q1	–	Sell	-2,409	Closed	-$224K	–	134
2019 Q4	$224K	Buy	2,409 +18	+0.8%	+$1.67K	0.06%	99
2019 Q3	$223K	Sell	2,391 -29	-1%	-$2.63K	0.06%	90
2019 Q2	$212K	Buy	2,420 +107	+5%	+$9.37K	0.06%	101
2019 Q1	$201K	Buy	+2,313	New	+$191K	0.06%	72

Other funds holding VNQ

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

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

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

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

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Spearhead Capital Advisors's VNQ Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 4,333 shares — an estimated $395K sold.

Spearhead Capital Advisors first reported a position in VNQ in Q1 2019 and held it in 11 quarters. The position peaked at $482K in Q1 2022. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 4,333 Vanguard Real Estate ETF shares in Q3 2022, an estimated $395K.
Spearhead Capital Advisors first reported a position in Vanguard Real Estate ETF in Q1 2019 and held it in 11 quarters.
Spearhead Capital Advisors's Vanguard Real Estate ETF position peaked at $482K in Q1 2022.
1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.