Winch Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-271	Closed	-$21K	–	461
2020 Q3	$21K	Buy	271 +4	+1%	+$321	0.01%	139
2020 Q2	$21K	Hold	267	–	–	0.01%	134
2020 Q1	$19K	Buy	267 +3	+1%	+$263	0.01%	129
2019 Q4	$25K	Buy	264 +3	+1%	+$278	0.01%	143
2019 Q3	$24K	Buy	261 +4	+2%	+$363	0.01%	136
2019 Q2	$22K	Buy	257 +2	+0.8%	+$175	0.01%	145
2019 Q1	$22K	Sell	255 -40	-14%	-$3.3K	0.01%	143
2018 Q4	$22K	Buy	295 +43	+17%	+$3.39K	0.01%	131
2018 Q3	$20K	Buy	252 +3	+1%	+$247	0.01%	140
2018 Q2	$20K	Buy	249 +5	+2%	+$387	0.01%	148
2018 Q1	$18K	Buy	+244	New	+$18.7K	0.01%	163
2016 Q3	–	Sell	-651	Closed	-$58K	–	298
2016 Q2	$58K	Buy	+651	New	+$54.7K	0.07%	71
2015 Q3	–	Sell	-22,162	Closed	-$1.36M	–	286
2015 Q2	$1.36M	Buy	22,162 +22,071	+24,254%	+$1.76M	0.75%	37
2015 Q1	$8K	Buy	+91	New	+$7.73K	﹤0.01%	172
2014 Q3	–	Sell	-194	Closed	-$15K	–	264
2014 Q2	$15K	Buy	194 +2	+1%	+$147	0.01%	140
2014 Q1	$14K	Buy	+192	New	+$13.1K	0.01%	153

Other funds holding VNQ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MTWSIF

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Winch Advisory Services's VNQ Position: Q4 2020 in Review

Winch Advisory Services sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 271 shares — an estimated $21K sold.

Winch Advisory Services first reported a position in VNQ in Q1 2014 and held it in 16 quarters. The position peaked at $1.36M in Q2 2015. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

Winch Advisory Services reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 271 Vanguard Real Estate ETF shares in Q4 2020, an estimated $21K.
Winch Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2014 and held it in 16 quarters.
Winch Advisory Services's Vanguard Real Estate ETF position peaked at $1.36M in Q2 2015.
1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.