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

Cedar 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
2022
Q4 		– Sell
-9,085
Closed -$347K – 340
2022
Q3 		$347K Buy
9,085
+3,495
+63% +$152K 0.17% 79
2022
Q2 		$247K Sell
5,590
-1,344
-19% -$64.2K 0.11% 95
2022
Q1 		$360K Sell
6,934
-2,025
-23% -$105K 0.15% 90
2021
Q4 		$483K Sell
8,959
-34
-0.4% -$1.92K 0.2% 82
2021
Q3 		$506K Sell
8,993
-229
-2% -$13.4K 0.23% 76
2021
Q2 		$538K Buy
9,222
+35
+0.4% +$2.04K 0.24% 72
2021
Q1 		$512K Sell
9,187
-3
-0% -$164 0.25% 67
2020
Q4 		$499K Buy
9,190
+269
+3% +$13.9K 0.27% 59
2020
Q3 		$434K Sell
8,921
-25
-0.3% -$1.22K 0.27% 62
2020
Q2 		$417K Buy
8,946
+1,763
+25% +$79.8K 0.28% 56
2020
Q1 		$308K Sell
7,183
-503
-7% -$27.1K 0.21% 59
2019
Q4 		$454K Buy
7,686
+3,557
+86% +$214K 0.27% 42
2019
Q3 		$242K Buy
4,129
+1,455
+54% +$85K 0.16% 59
2019
Q2 		$158K Buy
2,674
+839
+46% +$49.1K 0.1% 74
2019
Q1 		$109K Buy
1,835
+1,757
+2,253% +$99.6K 0.07% 86
2018
Q4 		$4K Buy
78
+64
+457% +$3.45K ﹤0.01% 149
2018
Q3 		$1K Buy
+14
New +$806 ﹤0.01% 171

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
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cedar Wealth Management's VNQI Position: Q4 2022 in Review

Cedar Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2022, closing a stake of 9,085 shares — an estimated $347K sold.

Cedar Wealth Management first reported a position in VNQI in Q3 2018 and held it in 17 quarters. The position peaked at $538K in Q2 2021. 354 funds tracked by Wall St. Rank hold VNQI as of Q4 2022.

  • Cedar Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 9,085 Vanguard Global ex-US Real Estate ETF shares in Q4 2022, an estimated $347K.
  • Cedar Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2018 and held it in 17 quarters.
  • Cedar Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $538K in Q2 2021.
  • 354 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.