BWM
VNQI icon

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

BKM 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
2024
Q1 		– Sell
-45
Closed -$1.92K – 547
2023
Q4 		$1.92K Buy
+45
New +$1.79K ﹤0.01% 560

Other funds holding VNQI

Empower Advisory Group
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BKM Wealth Management's VNQI Position: Q1 2024 in Review

BKM Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2024, closing a stake of 45 shares — an estimated $1.92K sold.

BKM Wealth Management first reported a position in VNQI in Q4 2023 and held it in 1 quarter. The position peaked at $1.92K in Q4 2023. 366 funds tracked by Wall St. Rank hold VNQI as of Q1 2024.

  • BKM Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 45 Vanguard Global ex-US Real Estate ETF shares in Q1 2024, an estimated $1.92K.
  • BKM Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $1.92K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.