Carmichael Hill & Associates’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Carmichael Hill & Associates’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 Q3	$8.82K	Hold	188	–	–	﹤0.01%	599
2024 Q2	$7.63K	Hold	188	–	–	﹤0.01%	597
2024 Q1	$7.92K	Hold	188	–	–	﹤0.01%	589
2023 Q4	$8.01K	Hold	188	–	–	﹤0.01%	602
2023 Q3	$7.32K	Hold	188	–	–	﹤0.01%	603
2023 Q2	$7.56K	Hold	188	–	–	﹤0.01%	598
2023 Q1	$7.63K	Hold	188	–	–	﹤0.01%	589
2022 Q4	$7.77K	Hold	188	–	–	﹤0.01%	585
2022 Q3	$7K	Hold	188	–	–	﹤0.01%	635
2022 Q2	$8K	Buy	+188	New	+$8.98K	﹤0.01%	606
2021 Q1	–	Sell	-354	Closed	-$19K	–	786
2020 Q4	$19K	Hold	354	–	–	0.01%	481
2020 Q3	$17K	Buy	+354	New	+$17.2K	0.01%	451

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmichael Hill & Associates's VNQI Position: Q3 2024 in Review

Carmichael Hill & Associates held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q3 2024 at 188 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Carmichael Hill & Associates first reported a position in VNQI in Q3 2020 and has held it in 12 quarters since. The position peaked at $19K in Q4 2020. 352 funds tracked by Wall St. Rank hold VNQI as of Q3 2024.

Carmichael Hill & Associates held 188 shares of Vanguard Global ex-US Real Estate ETF worth $8.82K as of Q3 2024.
Carmichael Hill & Associates left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q3 2024.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #599 holding.
Carmichael Hill & Associates first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2020 and has held it in 12 quarters since.
Carmichael Hill & Associates's Vanguard Global ex-US Real Estate ETF position peaked at $19K in Q4 2020.
352 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.