Teamwork Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Teamwork Financial 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
2022 Q1	–	Sell	-1,953	Closed	-$227K	–	336
2021 Q4	$227K	Sell	1,953 -404	-17%	-$44.1K	0.04%	269
2021 Q3	$240K	Sell	2,357 -327	-12%	-$34.7K	0.05%	243
2021 Q2	$273K	Sell	2,684 -9	-0.3%	-$893	0.06%	210
2021 Q1	$247K	Buy	2,693 +10	+0.4%	+$879	0.06%	211
2020 Q4	$228K	Sell	2,683 -346	-11%	-$28.7K	0.05%	187
2020 Q3	$239K	Sell	3,029 -737	-20%	-$59.2K	0.07%	159
2020 Q2	$296K	Buy	+3,766	New	+$286K	0.11%	145

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

PCA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Teamwork Financial Advisors's VNQ Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 1,953 shares — an estimated $227K sold.

Teamwork Financial Advisors first reported a position in VNQ in Q2 2020 and held it in 7 quarters. The position peaked at $296K in Q2 2020. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Teamwork Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 1,953 Vanguard Real Estate ETF shares in Q1 2022, an estimated $227K.
Teamwork Financial Advisors first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's Vanguard Real Estate ETF position peaked at $296K in Q2 2020.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.