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Wellesley Investment Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Wellesley Investment Partners’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
2020
Q1 		– Sell
-3,244
Closed -$301K – 125
2019
Q4 		$301K Buy
+3,244
New +$300K 0.09% 95

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Wellesley Investment Partners's VNQ Position: Q1 2020 in Review

Wellesley Investment Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 3,244 shares — an estimated $301K sold.

Wellesley Investment Partners first reported a position in VNQ in Q4 2019 and held it in 1 quarter. The position peaked at $301K in Q4 2019. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

  • Wellesley Investment Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 3,244 Vanguard Real Estate ETF shares in Q1 2020, an estimated $301K.
  • Wellesley Investment Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Wellesley Investment Partners's Vanguard Real Estate ETF position peaked at $301K in Q4 2019.
  • 1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.