Aevitas Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-217	Closed	-$12K	–	337
2019 Q1	$12K	Hold	217	–	–	0.01%	291
2018 Q4	$11K	Buy	217 +6	+3%	+$324	0.01%	292
2018 Q3	$12K	Buy	211 +3	+1%	+$173	0.01%	330
2018 Q2	$12K	Hold	208	–	–	0.01%	312
2018 Q1	$13K	Hold	208	–	–	0.01%	301
2017 Q4	$13K	Buy	+208	New	+$12.5K	0.01%	299

Other funds holding VNQI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aevitas Wealth Management's VNQI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2019, closing a stake of 217 shares — an estimated $12K sold.

Aevitas Wealth Management first reported a position in VNQI in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2018. 318 funds tracked by Wall St. Rank hold VNQI as of Q2 2019.

Aevitas Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 217 Vanguard Global ex-US Real Estate ETF shares in Q2 2019, an estimated $12K.
Aevitas Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $13K in Q1 2018.
318 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.