Element Pointe Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Element Pointe 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
2020 Q4	–	Sell	-9,686	Closed	-$764K	–	115
2020 Q3	$764K	Hold	9,686	–	–	0.34%	46
2020 Q2	$760K	Sell	9,686 -980	-9%	-$74.3K	0.39%	36
2020 Q1	$745K	Buy	+10,666	New	+$937K	0.45%	28
2019 Q4	–	Sell	-11,771	Closed	-$1.1M	–	100
2019 Q3	$1.1M	Buy	11,771 +9,305	+377%	+$845K	0.64%	21
2019 Q2	$216K	Buy	+2,466	New	+$216K	0.12%	84
2019 Q1	–	Sell	-7,385	Closed	-$551K	–	100
2018 Q4	$551K	Buy	+7,385	New	+$582K	0.35%	32

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Element Pointe Advisors's VNQ Position: Q4 2020 in Review

Element Pointe Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 9,686 shares — an estimated $764K sold.

Element Pointe Advisors first reported a position in VNQ in Q4 2018 and held it in 6 quarters. The position peaked at $1.1M in Q3 2019. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

Element Pointe Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Element Pointe Advisors sold 9,686 Vanguard Real Estate ETF shares in Q4 2020, an estimated $764K.
Element Pointe Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 6 quarters.
Element Pointe Advisors's Vanguard Real Estate ETF position peaked at $1.1M in Q3 2019.
1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Element Pointe Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.