Woodley Farra Manion Portfolio Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Woodley Farra Manion Portfolio 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
2022 Q2	–	Sell	-2,100	Closed	-$228K	–	100
2022 Q1	$228K	Hold	2,100	–	–	0.02%	93
2021 Q4	$244K	Hold	2,100	–	–	0.02%	94
2021 Q3	$214K	Hold	2,100	–	–	0.02%	93
2021 Q2	$214K	Buy	+2,100	New	+$208K	0.02%	98

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Woodley Farra Manion Portfolio Management's VNQ Position: Q2 2022 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,100 shares — an estimated $228K sold.

Woodley Farra Manion Portfolio Management first reported a position in VNQ in Q2 2021 and held it in 4 quarters. The position peaked at $244K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Woodley Farra Manion Portfolio Management reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 2,100 Vanguard Real Estate ETF shares in Q2 2022, an estimated $228K.
Woodley Farra Manion Portfolio Management first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 4 quarters.
Woodley Farra Manion Portfolio Management's Vanguard Real Estate ETF position peaked at $244K in Q4 2021.
1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2022, filed 22 Jul 2022.