UWM
VNQ icon

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 		$289 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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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 $45.6B AUM 18.83% 1-Year Est. Return