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

Torch 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
2019 Q4	$224K	Hold	2,419	–	–	0.12%	106
2019 Q3	$226K	Sell	2,419 -20	-0.8%	-$1.82K	0.13%	100
2019 Q2	$213K	Buy	+2,439	New	+$214K	0.13%	99
2015 Q2	–	Sell	-19,535	Closed	-$1.65M	–	108
2015 Q1	$1.65M	Buy	19,535 +400	+2%	+$34K	1.27%	29
2014 Q4	$1.55M	Buy	19,135 +600	+3%	+$47.1K	1.19%	35
2014 Q3	$1.33M	Buy	18,535 +245	+1%	+$18.5K	0.98%	42
2014 Q2	$1.37M	Buy	18,290 +50	+0.3%	+$3.68K	0.93%	42
2014 Q1	$1.29M	Buy	18,240 +325	+2%	+$22.2K	0.93%	37
2013 Q4	$1.16M	Buy	+17,915	New	+$1.2M	0.88%	41

Other funds holding VNQ

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

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

MTWSIF

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

PCA

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

Torch Wealth Management's VNQ Position: Q4 2019 in Review

Torch Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2019 at 2,419 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #106.

Torch Wealth Management first reported a position in VNQ in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.65M in Q1 2015. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

Torch Wealth Management held 2,419 shares of Vanguard Real Estate ETF worth $224K as of Q4 2019.
Torch Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q4 2019.
Vanguard Real Estate ETF made up 0.12% of Torch Wealth Management's portfolio in Q4 2019, its #106 holding.
Torch Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 9 quarters since.
Torch Wealth Management's Vanguard Real Estate ETF position peaked at $1.65M in Q1 2015.
1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.