Whitener Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-1,003	Closed	-$93K	–	421
2019 Q3	$93K	Sell	1,003 -217	-18%	-$19.7K	0.05%	175
2019 Q2	$106K	Hold	1,220	–	–	0.06%	162
2019 Q1	$106K	Buy	1,220 +30	+3%	+$2.48K	0.07%	157
2018 Q4	$88K	Hold	1,190	–	–	0.06%	157
2018 Q3	$96K	Buy	+1,190	New	+$98K	0.06%	156
2018 Q2	–	Sell	-760	Closed	-$57K	–	394
2018 Q1	$57K	Buy	760 +268	+54%	+$20.5K	0.04%	185
2017 Q4	$40K	Buy	+492	New	+$41.2K	0.03%	208

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PCA

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

Whitener Capital Management's VNQ Position: Q4 2019 in Review

Whitener Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2019, closing a stake of 1,003 shares — an estimated $93K sold.

Whitener Capital Management first reported a position in VNQ in Q4 2017 and held it in 7 quarters. The position peaked at $106K in Q2 2019. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

Whitener Capital Management reported no remaining Vanguard Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 1,003 Vanguard Real Estate ETF shares in Q4 2019, an estimated $93K.
Whitener Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Vanguard Real Estate ETF position peaked at $106K in Q2 2019.
1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.