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Viridian RIA’s Vanguard Real Estate ETF VNQ Stock Holding History

Viridian RIA’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
2022
Q1 		– Sell
-5,380
Closed -$569K – 57
2021
Q4 		$624K Buy
+5,380
New +$588K 0.13% 60
2018
Q4 		– Sell
-100,190
Closed -$8.08M – 58
2018
Q3 		$8.08M Buy
+100,190
New +$8.25M 3.56% 10

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $789M AUM 73.25% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Viridian RIA's VNQ Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 5,380 shares — an estimated $569K sold.

Viridian RIA first reported a position in VNQ in Q3 2018 and held it in 2 quarters. The position peaked at $8.08M in Q3 2018. 1,642 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Viridian RIA reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 5,380 Vanguard Real Estate ETF shares in Q1 2022, an estimated $569K.
  • Viridian RIA first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 2 quarters.
  • Viridian RIA's Vanguard Real Estate ETF position peaked at $8.08M in Q3 2018.
  • 1,642 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.