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

TPG 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
2020 Q2	–	Sell	-3,650	Closed	-$255K	–	49
2020 Q1	$255K	Sell	3,650 -1,064	-23%	-$93.4K	0.25%	37
2019 Q4	$437K	Buy	4,714 +343	+8%	+$31.8K	0.36%	34
2019 Q3	$408K	Buy	4,371 +359	+9%	+$32.6K	0.37%	33
2019 Q2	$361K	Buy	4,012 +435	+12%	+$38.1K	0.33%	33
2019 Q1	$311K	Buy	3,577 +6	+0.2%	+$496	0.3%	33
2018 Q4	$266K	Buy	+3,571	New	+$281K	0.29%	35

Other funds holding VNQ

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 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

PCA

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TPG Financial Advisors's VNQ Position: Q2 2020 in Review

TPG Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 3,650 shares — an estimated $255K sold.

TPG Financial Advisors first reported a position in VNQ in Q4 2018 and held it in 6 quarters. The position peaked at $437K in Q4 2019. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

TPG Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
TPG Financial Advisors sold 3,650 Vanguard Real Estate ETF shares in Q2 2020, an estimated $255K.
TPG Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 6 quarters.
TPG Financial Advisors's Vanguard Real Estate ETF position peaked at $437K in Q4 2019.
1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on TPG Financial Advisors's 13F filing for Q2 2020, filed 10 Jul 2020.