APP
VNQI icon

Avantax Planning Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-3,610
Closed -$203K – 365
2021
Q3 		$203K Hold
3,610
– – 0.01% 319
2021
Q2 		$211K Hold
3,610
– – 0.01% 304
2021
Q1 		$201K Buy
+3,610
New +$197K 0.01% 298

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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Avantax Planning Partners's VNQI Position: Q4 2021 in Review

Avantax Planning Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2021, closing a stake of 3,610 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in VNQI in Q1 2021 and held it in 3 quarters. The position peaked at $211K in Q2 2021. 374 funds tracked by Wall St. Rank hold VNQI as of Q4 2021.

  • Avantax Planning Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Avantax Planning Partners sold 3,610 Vanguard Global ex-US Real Estate ETF shares in Q4 2021, an estimated $203K.
  • Avantax Planning Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2021 and held it in 3 quarters.
  • Avantax Planning Partners's Vanguard Global ex-US Real Estate ETF position peaked at $211K in Q2 2021.
  • 374 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2021.

Based on Avantax Planning Partners's 13F filing for Q4 2021, filed 28 Jan 2022.