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Interchange Capital Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Interchange Capital Partners’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
-30
Closed -$2K – 1071
2020
Q4 		$2K Buy
+30
New +$2.49K ﹤0.01% 1112

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Fidelity Investments
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MTWSIF
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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

Interchange Capital Partners's VNQ Position: Q1 2021 in Review

Interchange Capital Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 30 shares — an estimated $2K sold.

Interchange Capital Partners first reported a position in VNQ in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

  • Interchange Capital Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 30 Vanguard Real Estate ETF shares in Q1 2021, an estimated $2K.
  • Interchange Capital Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Vanguard Real Estate ETF position peaked at $2K in Q4 2020.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.