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United Asset Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-3,137
Closed -$291K – 216
2019
Q4 		$291K Sell
3,137
-98
-3% -$9.07K 0.06% 171
2019
Q3 		$302K Sell
3,235
-65
-2% -$5.9K 0.07% 155
2019
Q2 		$288K Sell
3,300
-135
-4% -$11.8K 0.07% 160
2019
Q1 		$299K Sell
3,435
-11,383
-77% -$940K 0.07% 167
2018
Q4 		$1.1M Sell
14,818
-31,917
-68% -$2.51M 0.3% 81
2018
Q3 		$3.77M Sell
46,735
-648
-1% -$53.4K 0.89% 42
2018
Q2 		$3.86M Sell
47,383
-2,442
-5% -$189K 1.02% 35
2018
Q1 		$3.76M Sell
49,825
-228
-0.5% -$17.4K 1.11% 30
2017
Q4 		$4.15M Sell
50,053
-964
-2% -$80.8K 1.11% 26
2017
Q3 		$4.24M Sell
51,017
-5,146
-9% -$430K 2.4% 14
2017
Q2 		$4.67M Buy
56,163
+5,550
+11% +$463K 1.39% 26
2017
Q1 		$4.18M Sell
50,613
-1,657
-3% -$137K 1.27% 31
2016
Q4 		$4.31M Sell
52,270
-435
-0.8% -$35.4K 1.41% 29
2016
Q3 		$4.57M Sell
52,705
-14,709
-22% -$1.31M 1.6% 22
2016
Q2 		$5.98M Buy
67,414
+30,016
+80% +$2.52M 2.24% 10
2016
Q1 		$3.13M Sell
37,398
-3,653
-9% -$284K 1.4% 27
2015
Q4 		$3.27M Buy
41,051
+19,869
+94% +$1.57M 1.42% 22
2015
Q3 		$1.6M Buy
21,182
+9,644
+84% +$741K 0.74% 44
2015
Q2 		$862K Sell
11,538
-3,354
-23% -$268K 0.39% 69
2015
Q1 		$1.18M Buy
14,892
+2,984
+25% +$253K 0.55% 55
2014
Q4 		$965K Buy
11,908
+1,376
+13% +$108K 0.41% 66
2014
Q3 		$757K Sell
10,532
-510
-5% -$38.5K 0.34% 73
2014
Q2 		$826K Buy
+11,042
New +$812K 0.4% 70
2014
Q1 		– Sell
-37,549
Closed -$2.42M – 125
2013
Q4 		$2.42M Buy
37,549
+8,909
+31% +$596K 1.67% 20
2013
Q3 		$1.89M Buy
28,640
+2,785
+11% +$189K 1.2% 27
2013
Q2 		$1.78M Buy
+25,855
New +$1.88M 1.17% 32

Other funds holding VNQ

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

United Asset Strategies's VNQ Position: Q1 2020 in Review

United Asset Strategies sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 3,137 shares — an estimated $291K sold.

United Asset Strategies first reported a position in VNQ in Q2 2013 and held it in 26 quarters. The position peaked at $5.98M in Q2 2016. 1,275 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

  • United Asset Strategies reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • United Asset Strategies sold 3,137 Vanguard Real Estate ETF shares in Q1 2020, an estimated $291K.
  • United Asset Strategies first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 26 quarters.
  • United Asset Strategies's Vanguard Real Estate ETF position peaked at $5.98M in Q2 2016.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.