WealthStone’s Vanguard Real Estate ETF VNQ Stock Holding History

WealthStone’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 Q1	$1.23M	Buy	13,425 +327	+2%	+$28.7K	0.43%	37
2020 Q4	$1.11M	Buy	13,098 +19	+0.1%	+$1.58K	0.39%	37
2020 Q3	$1.03M	Sell	13,079 -18	-0.1%	-$1.45K	0.47%	32
2020 Q2	$1.03M	Sell	13,097 -80	-0.6%	-$6.07K	0.49%	23
2020 Q1	$920K	Buy	13,177 +80	+0.6%	+$7.03K	0.93%	12
2019 Q4	$1.22M	Buy	13,097 +254	+2%	+$23.5K	0.72%	16
2019 Q3	$1.2M	Buy	+12,843	New	+$1.17M	0.64%	20
2019 Q2	–	Hold	0	–	–	–	43

Other funds holding VNQ

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

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

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

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

MTWSIF

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

PCA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthStone's VNQ Position: Q1 2021 in Review

WealthStone increased its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q1 2021, buying an estimated $28.7K and bringing the position to 13,425 shares worth $1.23M. The position accounts for 0.43% of the portfolio, ranked #37.

WealthStone first reported a position in VNQ in Q3 2019 and has held it in 7 quarters since. 1,347 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

WealthStone held 13,425 shares of Vanguard Real Estate ETF worth $1.23M as of Q1 2021.
WealthStone bought 327 Vanguard Real Estate ETF shares in Q1 2021, an estimated $28.7K.
Vanguard Real Estate ETF made up 0.43% of WealthStone's portfolio in Q1 2021, its #37 holding.
WealthStone first reported a position in Vanguard Real Estate ETF in Q3 2019 and has held it in 7 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.