West Coast Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

West Coast Financial’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 Q2	–	Sell	-2,266	Closed	-$246K	–	136
2022 Q1	$246K	Sell	2,266 -218	-9%	-$23.1K	0.04%	121
2021 Q4	$288K	Sell	2,484 -617	-20%	-$67.4K	0.04%	115
2021 Q3	$316K	Sell	3,101 -563	-15%	-$59.7K	0.05%	105
2021 Q2	$373K	Sell	3,664 -63	-2%	-$6.25K	0.06%	104
2021 Q1	$342K	Hold	3,727	–	–	0.06%	100
2020 Q4	$317K	Sell	3,727 -1,009	-21%	-$83.7K	0.06%	92
2020 Q3	$374K	Buy	+4,736	New	+$380K	0.08%	87

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

West Coast Financial's VNQ Position: Q2 2022 in Review

West Coast Financial sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,266 shares — an estimated $246K sold.

West Coast Financial first reported a position in VNQ in Q3 2020 and held it in 7 quarters. The position peaked at $374K in Q3 2020. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

West Coast Financial reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
West Coast Financial sold 2,266 Vanguard Real Estate ETF shares in Q2 2022, an estimated $246K.
West Coast Financial first reported a position in Vanguard Real Estate ETF in Q3 2020 and held it in 7 quarters.
West Coast Financial's Vanguard Real Estate ETF position peaked at $374K in Q3 2020.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on West Coast Financial's 13F filing for Q2 2022, filed 11 Jul 2022.