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SVA Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

SVA Wealth Management’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 		$1.34M Sell
15,795
-1,783
-10% -$148K 0.12% 116
2020
Q3 		$1.39M Sell
17,578
-1,688
-9% -$136K 0.14% 111
2020
Q2 		$1.51M Sell
19,266
-23,606
-55% -$1.79M 0.16% 104
2020
Q1 		$3M Buy
42,872
+622
+1% +$54.6K 0.34% 54
2019
Q4 		$3.92M Buy
42,250
+1,663
+4% +$154K 0.36% 63
2019
Q3 		$3.79M Buy
40,587
+444
+1% +$40.3K 0.37% 61
2019
Q2 		$3.51M Buy
40,143
+675
+2% +$59.1K 0.35% 63
2019
Q1 		$3.43M Buy
39,468
+7,086
+22% +$585K 0.33% 69
2018
Q4 		$2.42M Sell
32,382
-1,348
-4% -$106K 0.27% 83
2018
Q3 		$2.72M Buy
33,730
+368
+1% +$30.3K 0.28% 76
2018
Q2 		$2.72M Sell
33,362
-5,720
-15% -$443K 0.29% 72
2018
Q1 		$3.25M Buy
39,082
+2,717
+7% +$208K 0.4% 70
2017
Q4 		$3.02M Sell
36,365
-2,717
-7% -$228K 0.35% 75
2017
Q3 		$3.25M Sell
39,082
-1,062
-3% -$88.7K 0.4% 70
2017
Q2 		$3.34M Buy
40,144
+668
+2% +$55.7K 0.43% 66
2017
Q1 		$3.26M Buy
39,476
+16,543
+72% +$1.37M 0.44% 66
2016
Q4 		$1.89M Buy
22,933
+12,777
+126% +$1.04M 0.28% 85
2016
Q3 		$881K Sell
10,156
-1,558
-13% -$139K 0.14% 112
2016
Q2 		$1.04M Buy
11,714
+5,076
+76% +$427K 0.17% 108
2016
Q1 		$556K Sell
6,638
-2,129
-24% -$166K 0.09% 134
2015
Q4 		$699K Sell
8,767
-545
-6% -$43.1K 0.12% 135
2015
Q3 		$703K Hold
9,312
– – 0.13% 136
2015
Q2 		$696K Sell
9,312
-585
-6% -$46.8K 0.13% 139
2015
Q1 		$834K Buy
9,897
+2,297
+30% +$195K 0.15% 129
2014
Q4 		$616K Buy
7,600
+109
+1% +$8.55K 0.22% 101
2014
Q3 		$538K Buy
7,491
+248
+3% +$18.7K 0.23% 94
2014
Q2 		$542K Buy
7,243
+3,742
+107% +$275K 0.23% 96
2014
Q1 		$247K Sell
3,501
-655
-16% -$44.8K 0.12% 135
2013
Q4 		$268K Buy
+4,156
New +$278K 0.16% 121

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SVA Wealth Management's VNQ Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 10% in Q4 2020, selling an estimated $148K and leaving 15,795 shares worth $1.34M. The position accounts for 0.12% of the portfolio, ranked #116.

SVA Wealth Management first reported a position in VNQ in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.92M in Q4 2019. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • SVA Wealth Management held 15,795 shares of Vanguard Real Estate ETF worth $1.34M as of Q4 2020.
  • SVA Wealth Management sold 1,783 Vanguard Real Estate ETF shares in Q4 2020, an estimated $148K.
  • Vanguard Real Estate ETF made up 0.12% of SVA Wealth Management's portfolio in Q4 2020, its #116 holding.
  • SVA Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Vanguard Real Estate ETF position peaked at $3.92M in Q4 2019.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.