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Swaine & Leidel Wealth Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Swaine & Leidel Wealth Services’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
2019
Q2 		– Sell
-17,585
Closed -$1.53M – 68
2019
Q1 		$1.53M Buy
17,585
+1,929
+12% +$159K 1.93% 30
2018
Q4 		$1.33M Buy
+15,656
New +$1.23M 2.11% 28

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Swaine & Leidel Wealth Services's VNQ Position: Q2 2019 in Review

Swaine & Leidel Wealth Services sold out of Vanguard Real Estate ETF (VNQ) in Q2 2019, closing a stake of 17,585 shares — an estimated $1.53M sold.

Swaine & Leidel Wealth Services first reported a position in VNQ in Q4 2018 and held it in 2 quarters. The position peaked at $1.53M in Q1 2019. 1,189 funds tracked by Wall St. Rank hold VNQ as of Q2 2019.

  • Swaine & Leidel Wealth Services reported no remaining Vanguard Real Estate ETF position as of Q2 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 17,585 Vanguard Real Estate ETF shares in Q2 2019, an estimated $1.53M.
  • Swaine & Leidel Wealth Services first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's Vanguard Real Estate ETF position peaked at $1.53M in Q1 2019.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.