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Woodard & Company Asset Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Woodard & Company Asset Management Group’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
2018
Q4 		– Sell
-34
Closed -$3K – 221
2018
Q3 		$3K Buy
+34
New +$2.8K ﹤0.01% 230

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MTWSIF
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Creative Planning
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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Woodard & Company Asset Management Group's VNQ Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2018, closing a stake of 34 shares — an estimated $3K sold.

Woodard & Company Asset Management Group first reported a position in VNQ in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Vanguard Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 34 Vanguard Real Estate ETF shares in Q4 2018, an estimated $3K.
  • Woodard & Company Asset Management Group first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Vanguard Real Estate ETF position peaked at $3K in Q3 2018.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.