Sterling Investment Advisors (Pennsylvania)’s Vanguard Real Estate ETF VNQ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q4	–	Sell	-259	Closed	-$20K	–	482
2020 Q3	$20K	Sell	259 -4,078	-94%	-$327K	0.01%	297
2020 Q2	$340K	Hold	4,337	–	–	0.14%	106
2020 Q1	$302K	Sell	4,337 -346	-7%	-$30.4K	0.16%	90
2019 Q4	$434K	Sell	4,683 -718	-13%	-$66.5K	0.2%	85
2019 Q3	$504K	Buy	5,401 +4,764	+748%	+$432K	0.26%	79
2019 Q2	$56K	Hold	637	–	–	0.03%	196
2019 Q1	$55K	Hold	637	–	–	0.03%	200
2018 Q4	$47K	Sell	637 -378	-37%	-$29.8K	0.03%	201
2018 Q3	$82K	Buy	1,015 +378	+59%	+$31.1K	0.04%	173
2018 Q2	$51K	Buy	637 +378	+146%	+$29.3K	0.03%	204
2018 Q1	$20K	Hold	259	–	–	0.01%	277
2017 Q4	$21K	Hold	259	–	–	0.01%	258
2017 Q3	$22K	Hold	259	–	–	0.01%	250
2017 Q2	$22K	Hold	259	–	–	0.01%	247
2017 Q1	$21K	Hold	259	–	–	0.02%	246
2016 Q4	$21K	Buy	+259	New	+$21.1K	0.02%	216

Other funds holding VNQ

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

PCA

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

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

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

Sterling Investment Advisors (Pennsylvania)'s VNQ Position: Q4 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 259 shares — an estimated $20K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VNQ in Q4 2016 and held it in 16 quarters. The position peaked at $504K in Q3 2019. 1,322 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 259 Vanguard Real Estate ETF shares in Q4 2020, an estimated $20K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 16 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard Real Estate ETF position peaked at $504K in Q3 2019.
1,322 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 21 Jan 2021.