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WP Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

WP Advisors’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
Q1 		– Sell
-1,864
Closed -$216K – 116
2021
Q4 		$216K Buy
+1,864
New +$204K 0.09% 104
2021
Q1 		– Sell
-4,951
Closed -$420K – 101
2020
Q4 		$420K Buy
4,951
+102
+2% +$8.46K 0.2% 66
2020
Q3 		$383K Buy
4,849
+41
+0.9% +$3.29K 0.23% 58
2020
Q2 		$378K Sell
4,808
-100
-2% -$7.58K 0.27% 42
2020
Q1 		$343K Buy
4,908
+31
+0.6% +$2.72K 0.33% 34
2019
Q4 		$453K Buy
4,877
+920
+23% +$85.2K 0.47% 32
2019
Q3 		$369K Buy
3,957
+706
+22% +$64.1K 0.42% 36
2019
Q2 		$284K Buy
3,251
+301
+10% +$26.3K 0.32% 45
2019
Q1 		$2.56K Hold
2,950
– – 0.28% 48
2018
Q4 		$220K Buy
2,950
+254
+9% +$20K 0.22% 52
2018
Q3 		$218K Sell
2,696
-199
-7% -$16.4K 0.2% 56
2018
Q2 		$236K Buy
+2,895
New +$224K 0.22% 53

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WP Advisors's VNQ Position: Q1 2022 in Review

WP Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 1,864 shares — an estimated $216K sold.

WP Advisors first reported a position in VNQ in Q2 2018 and held it in 12 quarters. The position peaked at $453K in Q4 2019. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • WP Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • WP Advisors sold 1,864 Vanguard Real Estate ETF shares in Q1 2022, an estimated $216K.
  • WP Advisors first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 12 quarters.
  • WP Advisors's Vanguard Real Estate ETF position peaked at $453K in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on WP Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.