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

B. Riley 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
2024 Q1	–	Sell	-5,089	Closed	-$217K	–	1531
2023 Q4	$217K	Buy	+5,089	New	+$203K	0.01%	1216
2023 Q3	–	Sell	-5,086	Closed	-$204K	–	1634
2023 Q2	$204K	Buy	+5,086	New	+$208K	﹤0.01%	1347
2013 Q3	–	Sell	-2,506	Closed	-$134K	–	749
2013 Q2	$134K	Buy	+2,506	New	+$144K	0.05%	469

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CSIA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

B. Riley Wealth Advisors's VNQI Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2024, closing a stake of 5,089 shares — an estimated $217K sold.

B. Riley Wealth Advisors first reported a position in VNQI in Q2 2013 and held it in 3 quarters. The position peaked at $217K in Q4 2023. 366 funds tracked by Wall St. Rank hold VNQI as of Q1 2024.

B. Riley Wealth Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,089 Vanguard Global ex-US Real Estate ETF shares in Q1 2024, an estimated $217K.
B. Riley Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2013 and held it in 3 quarters.
B. Riley Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $217K in Q4 2023.
366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.