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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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return