SFSG
VNQ icon

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

Stearns Financial Services 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
2020
Q3 		$182K Buy
2,300
+16
+0.7% +$1.28K 0.03% 141
2020
Q2 		$179K Sell
2,284
-183
-7% -$13.9K 0.03% 133
2020
Q1 		$172K Buy
2,467
+840
+52% +$73.8K 0.03% 127
2019
Q4 		$151K Buy
1,627
+17
+1% +$1.57K 0.03% 143
2019
Q3 		$150K Sell
1,610
-109
-6% -$9.89K 0.03% 133
2019
Q2 		$150K Buy
1,719
+148
+9% +$13K 0.03% 130
2019
Q1 		$137K Hold
1,571
– – 0.03% 136
2018
Q4 		$117K Buy
1,571
+502
+47% +$39.5K 0.02% 136
2018
Q3 		$86K Buy
+1,069
New +$88K 0.02% 140

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return