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Capstone Triton Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-158
Closed -$13K – 312
2020
Q4 		$13K Buy
+158
New +$13.1K 0.01% 321

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Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capstone Triton Financial Group's VNQ Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 158 shares — an estimated $13K sold.

Capstone Triton Financial Group first reported a position in VNQ in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 158 Vanguard Real Estate ETF shares in Q1 2021, an estimated $13K.
  • Capstone Triton Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Vanguard Real Estate ETF position peaked at $13K in Q4 2020.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.