Beacon Investment Advisory Services’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Beacon Investment Advisory Services’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
2026 Q2	$44K	Hold	981	–	–	﹤0.01%	449
2026 Q1	$43.6K	Buy	+981	New	+$46.7K	﹤0.01%	448
2020 Q2	–	Sell	-56,036	Closed	-$2.4M	–	251
2020 Q1	$2.4M	Buy	56,036 +2,473	+5%	+$133K	0.17%	97
2019 Q4	$3.17M	Buy	53,563 +2,725	+5%	+$164K	0.17%	109
2019 Q3	$2.98M	Buy	50,838 +770	+2%	+$45K	0.3%	80
2019 Q2	$2.95M	Sell	50,068 -3,688	-7%	-$216K	0.31%	80
2019 Q1	$3.2M	Buy	53,756 +6,440	+14%	+$365K	0.34%	72
2018 Q4	$2.48M	Sell	47,316 -5,085	-10%	-$274K	0.27%	83
2018 Q3	$2.94M	Buy	52,401 +537	+1%	+$30.9K	0.29%	81
2018 Q2	$3.01M	Buy	+51,864	New	+$3.15M	0.3%	81

Other funds holding VNQI

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Value Investment Professionals New York $119M AUM

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return