Lake Point Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Lake Point Wealth 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 Q1	$3K	Buy	+44	New	+$3.86K	﹤0.01%	246

Other funds holding VNQ

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PCA

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

Lake Point Wealth Management's VNQ Position: Q1 2020 in Review

Lake Point Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2020: 44 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #246 among its holdings.

1,275 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Lake Point Wealth Management held 44 shares of Vanguard Real Estate ETF worth $3K as of Q1 2020.
Vanguard Real Estate ETF was a new Lake Point Wealth Management position in Q1 2020.
Vanguard Real Estate ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #246 holding.
1,275 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.