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Capstone Triton Financial Group’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-265
Closed -$14K – 313
2020
Q4 		$14K Buy
+265
New +$13.7K 0.01% 315

Other funds holding VNQI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Capstone Triton Financial Group's VNQI Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2021, closing a stake of 265 shares — an estimated $14K sold.

Capstone Triton Financial Group first reported a position in VNQI in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 330 funds tracked by Wall St. Rank hold VNQI as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 265 Vanguard Global ex-US Real Estate ETF shares in Q1 2021, an estimated $14K.
  • Capstone Triton Financial Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Vanguard Global ex-US Real Estate ETF position peaked at $14K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.