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

USAdvisors 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 Q4	–	Sell	-1,967	Closed	-$200K	–	134
2021 Q3	$200K	Buy	+1,967	New	+$209K	0.09%	111
2020 Q1	–	Sell	-2,308	Closed	-$214K	–	97
2019 Q4	$214K	Sell	2,308 -1,003	-30%	-$92.9K	0.11%	81
2019 Q3	$309K	Hold	3,311	–	–	0.16%	47
2019 Q2	$289K	Buy	+3,311	New	+$290K	0.12%	43
2018 Q4	–	Sell	-2,987	Closed	-$241K	–	72
2018 Q3	$241K	Hold	2,987	–	–	0.17%	56
2018 Q2	$243K	Hold	2,987	–	–	0.18%	58
2018 Q1	$225K	Buy	+2,987	New	+$229K	0.18%	50

Other funds holding VNQ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

PCA

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

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

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

USAdvisors Wealth Management's VNQ Position: Q4 2021 in Review

USAdvisors Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 1,967 shares — an estimated $200K sold.

USAdvisors Wealth Management first reported a position in VNQ in Q1 2018 and held it in 7 quarters. The position peaked at $309K in Q3 2019. 1,677 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

USAdvisors Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
USAdvisors Wealth Management sold 1,967 Vanguard Real Estate ETF shares in Q4 2021, an estimated $200K.
USAdvisors Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 7 quarters.
USAdvisors Wealth Management's Vanguard Real Estate ETF position peaked at $309K in Q3 2019.
1,677 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on USAdvisors Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.