Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Capital 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
2020 Q4	–	Sell	-2,650	Closed	-$209K	–	77
2020 Q3	$209K	Hold	2,650	–	–	0.07%	68
2020 Q2	$208K	Sell	2,650 -550	-17%	-$41.7K	0.07%	67
2020 Q1	$224K	Hold	3,200	–	–	0.08%	64
2019 Q4	$297K	Sell	3,200 -55	-2%	-$5.09K	0.08%	68
2019 Q3	$304K	Buy	3,255 +55	+2%	+$4.99K	0.08%	65
2019 Q2	$280K	Buy	+3,200	New	+$280K	0.08%	64

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

Capital Management's VNQ Position: Q4 2020 in Review

Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 2,650 shares — an estimated $209K sold.

Capital Management first reported a position in VNQ in Q2 2019 and held it in 6 quarters. The position peaked at $304K in Q3 2019. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

Capital Management reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Capital Management sold 2,650 Vanguard Real Estate ETF shares in Q4 2020, an estimated $209K.
Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2019 and held it in 6 quarters.
Capital Management's Vanguard Real Estate ETF position peaked at $304K in Q3 2019.
1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Capital Management's 13F filing for Q4 2020, filed 4 Feb 2021.