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VNQ icon

TCG Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

TCG Advisors’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
Q3 		– Sell
-12,247
Closed -$962K – 119
2020
Q2 		$962K Buy
12,247
+3,084
+34% +$234K 0.53% 60
2020
Q1 		$640K Buy
9,163
+6,896
+304% +$606K 0.53% 59
2019
Q4 		$210K Buy
+2,267
New +$210K 0.13% 127
2019
Q3 		– Sell
-119
Closed -$11K – 404
2019
Q2 		$11K Hold
119
– – 0.01% 254
2019
Q1 		$10K Buy
+119
New +$9.83K 0.01% 279

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

TCG Advisors's VNQ Position: Q3 2020 in Review

TCG Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 12,247 shares — an estimated $962K sold.

TCG Advisors first reported a position in VNQ in Q1 2019 and held it in 5 quarters. The position peaked at $962K in Q2 2020. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • TCG Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 12,247 Vanguard Real Estate ETF shares in Q3 2020, an estimated $962K.
  • TCG Advisors first reported a position in Vanguard Real Estate ETF in Q1 2019 and held it in 5 quarters.
  • TCG Advisors's Vanguard Real Estate ETF position peaked at $962K in Q2 2020.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.