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Stonebridge Financial Planning Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Stonebridge Financial Planning 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
2021
Q2 		– Sell
-3
Closed – – 447
2021
Q1 		$0 Buy
+3
New +$264 ﹤0.01% 444
2020
Q3 		– Sell
-110
Closed -$9K – 409
2020
Q2 		$9K Sell
110
-168
-60% -$12.7K 0.01% 326
2020
Q1 		$21K Hold
278
– – 0.02% 244
2019
Q4 		$26K Buy
+278
New +$25.7K 0.02% 224

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M 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

Stonebridge Financial Planning Group's VNQ Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 3 shares.

Stonebridge Financial Planning Group first reported a position in VNQ in Q4 2019 and held it in 4 quarters. The position peaked at $26K in Q4 2019. 1,403 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 3 Vanguard Real Estate ETF shares in Q2 2021.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Vanguard Real Estate ETF position peaked at $26K in Q4 2019.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.