Pinnacle Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Pinnacle Advisory 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	$1.67M	Buy	18,132 +7,047	+64%	+$619K	0.08%	89
2020 Q4	$941K	Buy	11,085 +121	+1%	+$10K	0.06%	99
2020 Q3	$866K	Sell	10,964 -192	-2%	-$15.4K	0.06%	97
2020 Q2	$876K	Sell	11,156 -386	-3%	-$29.3K	0.06%	95
2020 Q1	$806K	Sell	11,542 -693	-6%	-$60.9K	0.08%	86
2019 Q4	$1.14M	Buy	12,235 +138	+1%	+$12.8K	0.08%	85
2019 Q3	$1.13M	Buy	12,097 +485	+4%	+$44K	0.08%	76
2019 Q2	$1.01M	Sell	11,612 -228	-2%	-$20K	0.07%	87
2019 Q1	$1.03M	Sell	11,840 -3,273	-22%	-$270K	0.07%	79
2018 Q4	$1.13M	Buy	15,113 +2,372	+19%	+$187K	0.08%	71
2018 Q3	$1.03M	Sell	12,741 -1,573	-11%	-$130K	0.07%	73
2018 Q2	$1.17M	Sell	14,314 -383	-3%	-$29.7K	0.07%	64
2018 Q1	$1.11M	Buy	14,697 +1,442	+11%	+$110K	0.07%	76
2017 Q4	$1.1M	Buy	13,255 +2,190	+20%	+$184K	0.06%	82
2017 Q3	$919K	Buy	11,065 +356	+3%	+$29.7K	0.06%	79
2017 Q2	$891K	Buy	10,709 +4,635	+76%	+$387K	0.06%	81
2017 Q1	$502K	Buy	6,074 +1,880	+45%	+$156K	0.03%	115
2016 Q4	$346K	Buy	+4,194	New	+$342K	0.02%	132
2016 Q3	–	Sell	-2,761	Closed	-$244K	–	152
2016 Q2	$244K	Buy	+2,761	New	+$232K	0.02%	114

Other funds holding VNQ

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Advisory Group's VNQ Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Vanguard Real Estate ETF (VNQ) stake by 64% in Q1 2021, buying an estimated $619K and bringing the position to 18,132 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #89.

Pinnacle Advisory Group first reported a position in VNQ in Q2 2016 and has held it in 19 quarters since. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

Pinnacle Advisory Group held 18,132 shares of Vanguard Real Estate ETF worth $1.67M as of Q1 2021.
Pinnacle Advisory Group bought 7,047 Vanguard Real Estate ETF shares in Q1 2021, an estimated $619K.
Vanguard Real Estate ETF made up 0.08% of Pinnacle Advisory Group's portfolio in Q1 2021, its #89 holding.
Pinnacle Advisory Group first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 19 quarters since.
1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.