WCM
VNQ icon

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 – 425
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
– – 0.07% 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return