Portland Financial Advisors Inc Makes New $555,000 Investment in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Portland Financial Advisors Inc purchased a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 6,228 shares of the exchange traded fund’s stock, valued at approximately $555,000. Vanguard Real Estate ETF comprises approximately 1.5% of Portland Financial Advisors Inc’s holdings, making the stock its 21st biggest position.

Other large investors have also made changes to their positions in the company. IFP Advisors Inc lifted its position in shares of Vanguard Real Estate ETF by 37.4% in the fourth quarter. IFP Advisors Inc now owns 7,740 shares of the exchange traded fund’s stock worth $690,000 after buying an additional 2,108 shares during the last quarter. WealthShield Partners LLC lifted its holdings in Vanguard Real Estate ETF by 8.3% in the 4th quarter. WealthShield Partners LLC now owns 7,500 shares of the exchange traded fund’s stock worth $668,000 after purchasing an additional 574 shares during the last quarter. B&D White Capital Company LLC acquired a new position in Vanguard Real Estate ETF during the fourth quarter valued at approximately $1,241,000. Partners Wealth Management LLC bought a new position in shares of Vanguard Real Estate ETF in the fourth quarter valued at approximately $428,000. Finally, Black Diamond Financial LLC lifted its stake in shares of Vanguard Real Estate ETF by 8.4% in the fourth quarter. Black Diamond Financial LLC now owns 44,957 shares of the exchange traded fund’s stock worth $4,005,000 after buying an additional 3,485 shares during the last quarter.

Vanguard Real Estate ETF Price Performance

VNQ stock opened at $91.64 on Monday. The stock has a market capitalization of $36.07 billion, a price-to-earnings ratio of 22.09 and a beta of 1.03. The company has a 50-day moving average of $90.02 and a two-hundred day moving average of $93.49. Vanguard Real Estate ETF has a 52-week low of $78.27 and a 52-week high of $99.58.

Vanguard Real Estate ETF Profile

Vanguard REIT ETF (the Fund) is an open-end investment company. The Fund invests in stocks issued by real estate investment trusts (REITs), companies that purchase office buildings, hotels, and other real property. It tracks the return of the MSCI US RIT Index, a gauge of real estate stocks. The Vanguard Group, Inc provides investment advisory services to the Fund.