Stuart Chaussee & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-96	Closed	-$10K	–	172
2021 Q3	$10K	Hold	96	–	–	0.02%	105
2021 Q2	$10K	Buy	+96	New	+$9.52K	﹤0.01%	112
2019 Q4	–	Sell	-5,150	Closed	-$480K	–	136
2019 Q3	$480K	Hold	5,150	–	–	0.29%	9
2019 Q2	$450K	Buy	+5,150	New	+$451K	0.28%	12
2018 Q1	–	Sell	-400	Closed	-$33K	–	122
2017 Q4	$33K	Sell	400 -103,371	-100%	-$8.66M	0.02%	43
2017 Q3	$8.64M	Buy	103,771 +37,519	+57%	+$3.13M	6.43%	6
2017 Q2	$5.51M	Buy	66,252 +64,075	+2,943%	+$5.34M	4.1%	8
2017 Q1	$180K	Buy	+2,177	New	+$181K	0.18%	15
2016 Q4	–	Sell	-2,270	Closed	-$197K	–	85
2016 Q3	$197K	Buy	+2,270	New	+$202K	0.16%	22
2016 Q2	–	Sell	-4,290	Closed	-$356K	–	84
2016 Q1	$356K	Buy	4,290 +4,167	+3,388%	+$324K	0.32%	9
2015 Q4	$10K	Buy	+123	New	+$9.74K	0.01%	65

Other funds holding VNQ

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

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

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

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

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

MTWSIF

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

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

PCA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Stuart Chaussee & Associates's VNQ Position: Q4 2021 in Review

Stuart Chaussee & Associates sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 96 shares — an estimated $10K sold.

Stuart Chaussee & Associates first reported a position in VNQ in Q4 2015 and held it in 11 quarters. The position peaked at $8.64M in Q3 2017. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Stuart Chaussee & Associates reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Stuart Chaussee & Associates sold 96 Vanguard Real Estate ETF shares in Q4 2021, an estimated $10K.
Stuart Chaussee & Associates first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 11 quarters.
Stuart Chaussee & Associates's Vanguard Real Estate ETF position peaked at $8.64M in Q3 2017.
1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.