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Winslow Evans & Crocker’s Vanguard Real Estate ETF VNQ Stock Holding History

Winslow Evans & Crocker’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 		$81K Buy
954
+620
+186% +$51.4K 0.02% 492
2020
Q3 		$26K Buy
334
+61
+22% +$4.9K 0.01% 577
2020
Q2 		$21K Buy
273
+53
+24% +$4.02K 0.01% 609
2020
Q1 		$16K Sell
220
-30
-12% -$2.63K 0.01% 625
2019
Q4 		$24K Sell
250
-114
-31% -$10.6K 0.01% 642
2019
Q3 		$34K Buy
364
+178
+96% +$16.2K 0.01% 571
2019
Q2 		$18K Sell
186
-108
-37% -$9.45K 0.01% 703
2019
Q1 		$26K Sell
294
-898
-75% -$74.2K 0.01% 618
2018
Q4 		$90K Buy
1,192
+1,150
+2,738% +$90.6K 0.03% 376
2018
Q3 		$4K Buy
+42
New +$3.46K ﹤0.01% 979
2018
Q2 		– Sell
-70
Closed -$5.28K – 1171
2018
Q1 		$5.28K Sell
70
-70
-50% -$5.36K ﹤0.01% 902
2017
Q4 		$11.5K Sell
140
-108
-44% -$9.05K ﹤0.01% 779
2017
Q3 		$20.5K Sell
248
-598
-71% -$50K 0.01% 655
2017
Q2 		$70.4K Sell
846
-434
-34% -$36.2K 0.02% 486
2017
Q1 		$106K Buy
1,280
+70
+6% +$5.81K 0.03% 403
2016
Q4 		$99.8K Buy
1,210
+310
+34% +$25.2K 0.03% 406
2016
Q3 		$78K Sell
900
-372
-29% -$33.2K 0.02% 450
2016
Q2 		$113K Buy
1,272
+543
+74% +$45.6K 0.03% 357
2016
Q1 		$61.1K Buy
729
+345
+90% +$26.9K 0.02% 460
2015
Q4 		$30.6K Sell
384
-384
-50% -$30.4K 0.01% 642
2015
Q3 		$58K Buy
768
+214
+39% +$16.4K 0.02% 486
2015
Q2 		$41.3K Buy
554
+36
+7% +$2.88K 0.01% 588
2015
Q1 		$43.7K Hold
518
– – 0.01% 571
2014
Q4 		$42K Hold
518
– – 0.01% 572
2014
Q3 		$37.2K Buy
518
+260
+101% +$19.6K 0.01% 616
2014
Q2 		$19.3K Hold
258
– – 0.01% 684
2014
Q1 		$18.2K Hold
258
– – 0.01% 696
2013
Q4 		$16K Buy
+258
New +$17.3K 0.01% 770

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Winslow Evans & Crocker's VNQ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Real Estate ETF (VNQ) stake by 186% in Q4 2020, buying an estimated $51.4K and bringing the position to 954 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #492.

Winslow Evans & Crocker first reported a position in VNQ in Q4 2013 and has held it in 28 quarters since. The position peaked at $113K in Q2 2016. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • Winslow Evans & Crocker held 954 shares of Vanguard Real Estate ETF worth $81K as of Q4 2020.
  • Winslow Evans & Crocker bought 620 Vanguard Real Estate ETF shares in Q4 2020, an estimated $51.4K.
  • Vanguard Real Estate ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #492 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 28 quarters since.
  • Winslow Evans & Crocker's Vanguard Real Estate ETF position peaked at $113K in Q2 2016.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.