Wealth Quarterback’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealth Quarterback’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
2021 Q3	$104K	Buy	9,356 +8,222	+725%	+$872K	0.07%	157
2021 Q2	$116K	Buy	+1,134	New	+$112K	0.07%	158
2020 Q4	–	Sell	-4,197	Closed	-$330K	–	128
2020 Q3	$330K	Hold	4,197	–	–	0.3%	78
2020 Q2	$330K	Sell	4,197 -2,458	-37%	-$186K	0.3%	78
2020 Q1	$452K	Sell	6,655 -366,586	-98%	-$32.2M	0.41%	55
2019 Q4	$373K	Buy	+373,241	New	+$34.6M	0.32%	67

Other funds holding VNQ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

MTWSIF

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

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

PCA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Wealth Quarterback's VNQ Position: Q3 2021 in Review

Wealth Quarterback increased its Vanguard Real Estate ETF (VNQ) stake by 725% in Q3 2021, buying an estimated $872K and bringing the position to 9,356 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #157.

Wealth Quarterback first reported a position in VNQ in Q4 2019 and has held it in 6 quarters since. The position peaked at $452K in Q1 2020. 1,437 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

Wealth Quarterback held 9,356 shares of Vanguard Real Estate ETF worth $104K as of Q3 2021.
Wealth Quarterback bought 8,222 Vanguard Real Estate ETF shares in Q3 2021, an estimated $872K.
Vanguard Real Estate ETF made up 0.07% of Wealth Quarterback's portfolio in Q3 2021, its #157 holding.
Wealth Quarterback first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 6 quarters since.
Wealth Quarterback's Vanguard Real Estate ETF position peaked at $452K in Q1 2020.
1,437 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.