VCM
VNQ icon

Verger Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Verger Capital 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
2017
Q3 		– Sell
-114,429
Closed -$9.52M – 20
2017
Q2 		$9.52M Buy
114,429
+16,077
+16% +$1.34M 4.14% 6
2017
Q1 		$8.12M Buy
98,352
+714
+0.7% +$59.2K 3.61% 7
2016
Q4 		$8.06M Buy
97,638
+2,014
+2% +$164K 3.57% 6
2016
Q3 		$8.29M Sell
95,624
-13,329
-12% -$1.19M 3.7% 6
2016
Q2 		$9.66M Buy
108,953
+970
+0.9% +$81.5K 4.03% 5
2016
Q1 		$9.05M Buy
107,983
+63,217
+141% +$4.92M 4.14% 5
2015
Q4 		$3.57M Buy
44,766
+8,602
+24% +$681K 1.82% 10
2015
Q3 		$2.73M Buy
+36,164
New +$2.78M 1.51% 9

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MTWSIF
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EFS
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JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return