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

TriaGen 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
2021
Q1 		– Sell
-2,849
Closed -$242K – 187
2020
Q4 		$242K Buy
+2,849
New +$236K 0.14% 147

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TriaGen Wealth Management's VNQ Position: Q1 2021 in Review

TriaGen Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 2,849 shares — an estimated $242K sold.

TriaGen Wealth Management first reported a position in VNQ in Q4 2020 and held it in 1 quarter. The position peaked at $242K in Q4 2020. 1,346 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

  • TriaGen Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 2,849 Vanguard Real Estate ETF shares in Q1 2021, an estimated $242K.
  • TriaGen Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • TriaGen Wealth Management's Vanguard Real Estate ETF position peaked at $242K in Q4 2020.
  • 1,346 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on TriaGen Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.