ST
VNQ icon

Spinnaker Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Spinnaker Trust’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
-2,431
Closed -$221K – 272
2022
Q2 		$221K Buy
+2,431
New +$242K 0.02% 252
2019
Q2 		– Sell
-2,358
Closed -$204K – 238
2019
Q1 		$204K Buy
+2,358
New +$195K 0.02% 231
2018
Q4 		– Sell
-2,604
Closed -$210K – 234
2018
Q3 		$210K Buy
+2,604
New +$214K 0.02% 221
2015
Q3 		– Sell
-29,785
Closed -$2.22M – 205
2015
Q2 		$2.22M Buy
29,785
+993
+3% +$79.4K 0.33% 60
2015
Q1 		$2.43M Buy
+28,792
New +$2.44M 0.35% 55

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return