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Pinnacle Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Pinnacle Private Wealth’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
2022
Q1 		– Sell
-1,810
Closed -$210K – 334
2021
Q4 		$210K Buy
+1,810
New +$198K 0.07% 274

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pinnacle Private Wealth's VNQ Position: Q1 2022 in Review

Pinnacle Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 1,810 shares — an estimated $210K sold.

Pinnacle Private Wealth first reported a position in VNQ in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Pinnacle Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 1,810 Vanguard Real Estate ETF shares in Q1 2022, an estimated $210K.
  • Pinnacle Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Pinnacle Private Wealth's Vanguard Real Estate ETF position peaked at $210K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Pinnacle Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.