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Welch & Forbes’s Vanguard Real Estate ETF VNQ Stock Holding History

Welch & Forbes’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
2022
Q1 		– Sell
-2,419
Closed -$281K – 415
2021
Q4 		$281K Buy
+2,419
New +$264K ﹤0.01% 345
2021
Q2 		– Sell
-2,616
Closed -$240K – 398
2021
Q1 		$240K Buy
+2,616
New +$230K ﹤0.01% 364
2020
Q2 		– Sell
-2,999
Closed -$210K – 353
2020
Q1 		$210K Buy
+2,999
New +$263K 0.01% 312

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Welch & Forbes's VNQ Position: Q1 2022 in Review

Welch & Forbes sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 2,419 shares — an estimated $281K sold.

Welch & Forbes first reported a position in VNQ in Q1 2020 and held it in 3 quarters. The position peaked at $281K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Welch & Forbes reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Welch & Forbes sold 2,419 Vanguard Real Estate ETF shares in Q1 2022, an estimated $281K.
  • Welch & Forbes first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 3 quarters.
  • Welch & Forbes's Vanguard Real Estate ETF position peaked at $281K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Welch & Forbes's 13F filing for Q1 2022, filed 25 Apr 2022.