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Bradley & Co Private Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Bradley & Co Private 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
-46
Closed -$1.96K – 210
2023
Q4 		$1.96K Buy
+46
New +$1.83K ﹤0.01% 174

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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
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

Bradley & Co Private Wealth Management's VNQI Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2024, closing a stake of 46 shares — an estimated $1.96K sold.

Bradley & Co Private Wealth Management first reported a position in VNQI in Q4 2023 and held it in 1 quarter. The position peaked at $1.96K in Q4 2023. 366 funds tracked by Wall St. Rank hold VNQI as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 46 Vanguard Global ex-US Real Estate ETF shares in Q1 2024, an estimated $1.96K.
  • Bradley & Co Private Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $1.96K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.