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Buck Wealth Strategies’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-240
Closed -$9.34K – 332
2023
Q3 		$9.34K Buy
+240
New +$9.74K ﹤0.01% 202

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buck Wealth Strategies's VNQI Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2023, closing a stake of 240 shares — an estimated $9.34K sold.

Buck Wealth Strategies first reported a position in VNQI in Q3 2023 and held it in 1 quarter. The position peaked at $9.34K in Q3 2023. 376 funds tracked by Wall St. Rank hold VNQI as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 240 Vanguard Global ex-US Real Estate ETF shares in Q4 2023, an estimated $9.34K.
  • Buck Wealth Strategies first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Vanguard Global ex-US Real Estate ETF position peaked at $9.34K in Q3 2023.
  • 376 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.