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tru Independence’s Vanguard Real Estate ETF VNQ Stock Holding History

tru Independence’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
Q4 		– Sell
-8,217
Closed -$649K – 836
2020
Q3 		$649K Buy
+8,217
New +$660K 0.18% 103
2020
Q1 		– Sell
-10,164
Closed -$710K – 923
2019
Q4 		$710K Buy
+10,164
New +$941K 0.1% 133

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

tru Independence's VNQ Position: Q4 2020 in Review

tru Independence sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 8,217 shares — an estimated $649K sold.

tru Independence first reported a position in VNQ in Q4 2019 and held it in 2 quarters. The position peaked at $710K in Q4 2019. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • tru Independence reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 8,217 Vanguard Real Estate ETF shares in Q4 2020, an estimated $649K.
  • tru Independence first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's Vanguard Real Estate ETF position peaked at $710K in Q4 2019.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.