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Asset Planning Corporation’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Asset Planning Corporation’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
2021
Q1 		– Sell
-3,597
Closed -$195K – 66
2020
Q4 		$195K Buy
+3,597
New +$185K 0.19% 28

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

Asset Planning Corporation's VNQI Position: Q1 2021 in Review

Asset Planning Corporation sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2021, closing a stake of 3,597 shares — an estimated $195K sold.

Asset Planning Corporation first reported a position in VNQI in Q4 2020 and held it in 1 quarter. The position peaked at $195K in Q4 2020. 330 funds tracked by Wall St. Rank hold VNQI as of Q1 2021.

  • Asset Planning Corporation reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 3,597 Vanguard Global ex-US Real Estate ETF shares in Q1 2021, an estimated $195K.
  • Asset Planning Corporation first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Vanguard Global ex-US Real Estate ETF position peaked at $195K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.