VCM
USRT icon

Vigilant Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Vigilant Capital Management’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-388
Closed -$21K – 444
2019
Q4 		$21K Buy
+388
New +$21.4K ﹤0.01% 388

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TC
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Thrivent Financial for Lutherans
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JA
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CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wells Fargo
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Vigilant Capital Management's USRT Position: Q1 2020 in Review

Vigilant Capital Management sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 388 shares — an estimated $21K sold.

Vigilant Capital Management first reported a position in USRT in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Vigilant Capital Management reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Vigilant Capital Management sold 388 iShares Core US REIT ETF shares in Q1 2020, an estimated $21K.
  • Vigilant Capital Management first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Vigilant Capital Management's iShares Core US REIT ETF position peaked at $21K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Vigilant Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.