Wealthstreet Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-2,693	Closed	-$247K	–	318
2021 Q1	$247K	Hold	2,693	–	–	0.02%	330
2020 Q4	$229K	Sell	2,693 -122	-4%	-$10.1K	0.02%	328
2020 Q3	$223K	Hold	2,815	–	–	0.02%	310
2020 Q2	$221K	Sell	2,815 -150	-5%	-$11.4K	0.03%	299
2020 Q1	$208K	Sell	2,965 -570	-16%	-$50.1K	0.03%	280
2019 Q4	$328K	Hold	3,535	–	–	0.04%	279
2019 Q3	$332K	Hold	3,535	–	–	0.04%	265
2019 Q2	$309K	Buy	3,535 +81	+2%	+$7.09K	0.04%	276
2019 Q1	$300K	Buy	+3,454	New	+$285K	0.04%	281
2018 Q3	–	Sell	-2,468	Closed	-$201K	–	349
2018 Q2	$201K	Sell	2,468 -200	-7%	-$15.5K	0.03%	334
2018 Q1	$202K	Buy	+2,668	New	+$204K	0.03%	328

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthstreet Investment Advisors's VNQ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 2,693 shares — an estimated $247K sold.

Wealthstreet Investment Advisors first reported a position in VNQ in Q1 2018 and held it in 11 quarters. The position peaked at $332K in Q3 2019. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 2,693 Vanguard Real Estate ETF shares in Q2 2021, an estimated $247K.
Wealthstreet Investment Advisors first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 11 quarters.
Wealthstreet Investment Advisors's Vanguard Real Estate ETF position peaked at $332K in Q3 2019.
1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.