WoodTrust Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

WoodTrust Financial’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	-3,106	Closed	-$245K	–	116
2020 Q3	$245K	Buy	+3,106	New	+$249K	0.09%	87

Other funds holding VNQ

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

WoodTrust Financial's VNQ Position: Q4 2020 in Review

WoodTrust Financial sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 3,106 shares — an estimated $245K sold.

WoodTrust Financial first reported a position in VNQ in Q3 2020 and held it in 1 quarter. The position peaked at $245K in Q3 2020. 1,322 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

WoodTrust Financial reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
WoodTrust Financial sold 3,106 Vanguard Real Estate ETF shares in Q4 2020, an estimated $245K.
WoodTrust Financial first reported a position in Vanguard Real Estate ETF in Q3 2020 and held it in 1 quarter.
WoodTrust Financial's Vanguard Real Estate ETF position peaked at $245K in Q3 2020.
1,322 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on WoodTrust Financial's 13F filing for Q4 2020, filed 21 Jan 2021.