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

Aprio 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
2020
Q1 		– Sell
-4,787
Closed -$283K – 76
2019
Q4 		$283K Buy
+4,787
New +$287K 0.21% 52

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aprio Wealth Management's VNQI Position: Q1 2020 in Review

Aprio Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 4,787 shares — an estimated $283K sold.

Aprio Wealth Management first reported a position in VNQI in Q4 2019 and held it in 1 quarter. The position peaked at $283K in Q4 2019. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

  • Aprio Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 4,787 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $283K.
  • Aprio Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Aprio Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $283K in Q4 2019.
  • 334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on Aprio Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.