TCWP’s Vanguard Real Estate ETF VNQ Stock Holding History

TCWP’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
2022 Q2	–	Sell	-1,323	Closed	-$143K	–	1698
2022 Q1	$143K	Buy	+1,323	New	+$140K	0.03%	300

Other funds holding VNQ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

MTWSIF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

TCWP's VNQ Position: Q2 2022 in Review

TCWP sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 1,323 shares — an estimated $143K sold.

TCWP first reported a position in VNQ in Q1 2022 and held it in 1 quarter. The position peaked at $143K in Q1 2022. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

TCWP reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,323 Vanguard Real Estate ETF shares in Q2 2022, an estimated $143K.
TCWP first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 1 quarter.
TCWP's Vanguard Real Estate ETF position peaked at $143K in Q1 2022.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.