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WealthOne’s Vanguard Real Estate ETF VNQ Stock Holding History

WealthOne’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
2019
Q3 		– Sell
-2,718
Closed -$238K – 104
2019
Q2 		$238K Buy
+2,718
New +$238K 0.17% 87
2019
Q1 		– Sell
-2,608
Closed -$194K – 533
2018
Q4 		$194K Buy
+2,608
New +$205K 0.17% 79

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WealthOne's VNQ Position: Q3 2019 in Review

WealthOne sold out of Vanguard Real Estate ETF (VNQ) in Q3 2019, closing a stake of 2,718 shares — an estimated $238K sold.

WealthOne first reported a position in VNQ in Q4 2018 and held it in 2 quarters. The position peaked at $238K in Q2 2019. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q3 2019.

  • WealthOne reported no remaining Vanguard Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • WealthOne sold 2,718 Vanguard Real Estate ETF shares in Q3 2019, an estimated $238K.
  • WealthOne first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 2 quarters.
  • WealthOne's Vanguard Real Estate ETF position peaked at $238K in Q2 2019.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2019.

Based on WealthOne's 13F filing for Q3 2019, filed 14 Nov 2019.