Wealth Advisors of Tampa Bay’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealth Advisors of Tampa Bay’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
2020 Q1	–	Sell	-37,841	Closed	-$3.51M	–	70
2019 Q4	$3.51M	Buy	37,841 +306	+0.8%	+$28.3K	3.23%	7
2019 Q3	$3.5M	Sell	37,535 -12,991	-26%	-$1.18M	2.9%	7
2019 Q2	$4.42M	Sell	50,526 -1,820	-3%	-$159K	3.2%	3
2019 Q1	$4.55M	Sell	52,346 -1,715	-3%	-$142K	3.3%	4
2018 Q4	$4.03M	Buy	54,061 +501	+0.9%	+$39.5K	3.28%	8
2018 Q3	$4.32M	Buy	53,560 +480	+0.9%	+$39.5K	3.03%	8
2018 Q2	$4.3M	Buy	53,080 +11	+0%	+$852	3.28%	5
2018 Q1	$4.01M	Buy	53,069 +5,135	+11%	+$393K	2.9%	11
2017 Q4	$3.9M	Buy	+47,934	New	+$4.02M	2.68%	14

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealth Advisors of Tampa Bay's VNQ Position: Q1 2020 in Review

Wealth Advisors of Tampa Bay sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 37,841 shares — an estimated $3.51M sold.

Wealth Advisors of Tampa Bay first reported a position in VNQ in Q4 2017 and held it in 9 quarters. The position peaked at $4.55M in Q1 2019. 1,275 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Wealth Advisors of Tampa Bay reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 37,841 Vanguard Real Estate ETF shares in Q1 2020, an estimated $3.51M.
Wealth Advisors of Tampa Bay first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 9 quarters.
Wealth Advisors of Tampa Bay's Vanguard Real Estate ETF position peaked at $4.55M in Q1 2019.
1,275 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2020, filed 17 Apr 2020.