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Spectrum Financial Alliance’s Vanguard Real Estate ETF VNQ Stock Holding History

Spectrum Financial Alliance’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
2018
Q2 		– Sell
-342
Closed -$25K – 147
2018
Q1 		$25K Buy
+342
New +$26.2K 0.02% 43

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Creative Planning
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EFS
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Fifth Third Bancorp
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Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
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Spectrum Financial Alliance's VNQ Position: Q2 2018 in Review

Spectrum Financial Alliance sold out of Vanguard Real Estate ETF (VNQ) in Q2 2018, closing a stake of 342 shares — an estimated $25K sold.

Spectrum Financial Alliance first reported a position in VNQ in Q1 2018 and held it in 1 quarter. The position peaked at $25K in Q1 2018. 1,024 funds tracked by Wall St. Rank hold VNQ as of Q2 2018.

  • Spectrum Financial Alliance reported no remaining Vanguard Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 342 Vanguard Real Estate ETF shares in Q2 2018, an estimated $25K.
  • Spectrum Financial Alliance first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's Vanguard Real Estate ETF position peaked at $25K in Q1 2018.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2018.

Based on Spectrum Financial Alliance's 13F filing for Q2 2018, filed 15 Aug 2018.