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Aaron Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Aaron Wealth Advisors’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-93,458
Closed -$1.8M – 832
2022
Q1 		$1.8M Buy
+93,458
New +$4.87M 0.02% 252
2021
Q1 		– Sell
-4,335
Closed -$235K – 169
2020
Q4 		$235K Buy
+4,335
New +$223K 0.09% 114

Other funds holding VNQI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Aaron Wealth Advisors's VNQI Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2022, closing a stake of 93,458 shares — an estimated $1.8M sold.

Aaron Wealth Advisors first reported a position in VNQI in Q4 2020 and held it in 2 quarters. The position peaked at $1.8M in Q1 2022. 350 funds tracked by Wall St. Rank hold VNQI as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 93,458 Vanguard Global ex-US Real Estate ETF shares in Q2 2022, an estimated $1.8M.
  • Aaron Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and held it in 2 quarters.
  • Aaron Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $1.8M in Q1 2022.
  • 350 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.