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Wealth Management Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealth Management Associates’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
-27,965
Closed -$2.59M – 150
2019
Q4 		$2.59M Buy
27,965
+502
+2% +$46.5K 1.86% 15
2019
Q3 		$2.56M Sell
27,463
-338
-1% -$30.7K 2.06% 12
2019
Q2 		$2.43M Buy
27,801
+1,220
+5% +$107K 2.42% 13
2019
Q1 		$2.31M Buy
26,581
+488
+2% +$40.3K 2.52% 11
2018
Q4 		$1.95M Buy
+26,093
New +$2.06M 2.62% 11

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
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 Management Associates's VNQ Position: Q1 2020 in Review

Wealth Management Associates sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 27,965 shares — an estimated $2.59M sold.

Wealth Management Associates first reported a position in VNQ in Q4 2018 and held it in 5 quarters. The position peaked at $2.59M in Q4 2019. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

  • Wealth Management Associates reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Management Associates sold 27,965 Vanguard Real Estate ETF shares in Q1 2020, an estimated $2.59M.
  • Wealth Management Associates first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 5 quarters.
  • Wealth Management Associates's Vanguard Real Estate ETF position peaked at $2.59M in Q4 2019.
  • 1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Wealth Management Associates's 13F filing for Q1 2020, filed 28 May 2025.