WESPAC Advisors SoCal’s Vanguard Real Estate ETF VNQ Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-79	Closed	-$6K	–	301
2019 Q1	$6K	Buy	+79	New	+$6.53K	﹤0.01%	277
2018 Q4	–	Hold	0	–	–	–	312
2018 Q3	–	Sell	-3,865	Closed	-$318K	–	74
2018 Q2	$314K	Buy	3,865 +170	+5%	+$13.2K	0.18%	64
2018 Q1	$278K	Buy	3,695 +100	+3%	+$7.65K	0.16%	66
2017 Q4	$298K	Hold	3,595	–	–	0.17%	65
2017 Q3	$298K	Buy	3,595 +20	+0.6%	+$1.67K	0.18%	68
2017 Q2	$297K	Hold	3,575	–	–	0.19%	63
2017 Q1	$295K	Hold	3,575	–	–	0.18%	65
2016 Q4	$295K	Hold	3,575	–	–	0.19%	63
2016 Q3	$310K	Sell	3,575 -150	-4%	-$13.4K	0.21%	66
2016 Q2	$330K	Hold	3,725	–	–	0.21%	65
2016 Q1	$312K	Sell	3,725 -760	-17%	-$59.2K	0.23%	63
2015 Q4	$357K	Buy	+4,485	New	+$355K	0.24%	63

Other funds holding VNQ

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

WESPAC Advisors SoCal's VNQ Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard Real Estate ETF (VNQ) in Q2 2019, closing a stake of 79 shares — an estimated $6K sold.

WESPAC Advisors SoCal first reported a position in VNQ in Q4 2015 and held it in 12 quarters. The position peaked at $357K in Q4 2015. 1,189 funds tracked by Wall St. Rank hold VNQ as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Vanguard Real Estate ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 79 Vanguard Real Estate ETF shares in Q2 2019, an estimated $6K.
WESPAC Advisors SoCal first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 12 quarters.
WESPAC Advisors SoCal's Vanguard Real Estate ETF position peaked at $357K in Q4 2015.
1,189 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.