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Vishria Bird Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Vishria Bird Financial Group’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
2018
Q4 		– Sell
-40,162
Closed -$3.24M – 53
2018
Q3 		$3.24M Sell
40,162
-745
-2% -$61.4K 2.78% 15
2018
Q2 		$3.33M Buy
+40,907
New +$3.17M 3.09% 14

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vishria Bird Financial Group's VNQ Position: Q4 2018 in Review

Vishria Bird Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2018, closing a stake of 40,162 shares — an estimated $3.24M sold.

Vishria Bird Financial Group first reported a position in VNQ in Q2 2018 and held it in 2 quarters. The position peaked at $3.33M in Q2 2018. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

  • Vishria Bird Financial Group reported no remaining Vanguard Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Vishria Bird Financial Group sold 40,162 Vanguard Real Estate ETF shares in Q4 2018, an estimated $3.24M.
  • Vishria Bird Financial Group first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 2 quarters.
  • Vishria Bird Financial Group's Vanguard Real Estate ETF position peaked at $3.33M in Q2 2018.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Vishria Bird Financial Group's 13F filing for Q4 2018, filed 17 Jan 2019.