Certified Advisory Corp’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Certified Advisory Corp’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
2020 Q2	–	Sell	-543	Closed	-$23K	–	817
2020 Q1	$23K	Buy	543 +537	+8,950%	+$28.9K	0.01%	390
2019 Q4	$0	Buy	+6	New	+$360	﹤0.01%	847
2019 Q2	–	Sell	-26	Closed	-$2K	–	839
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	701
2018 Q4	$1K	Hold	26	–	–	﹤0.01%	719
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	754
2018 Q2	$2K	Hold	26	–	–	﹤0.01%	712
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	715
2017 Q4	$1K	Buy	+26	New	+$1.56K	﹤0.01%	676

Other funds holding VNQI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Certified Advisory Corp's VNQI Position: Q2 2020 in Review

Certified Advisory Corp sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2020, closing a stake of 543 shares — an estimated $23K sold.

Certified Advisory Corp first reported a position in VNQI in Q4 2017 and held it in 8 quarters. The position peaked at $23K in Q1 2020. 309 funds tracked by Wall St. Rank hold VNQI as of Q2 2020.

Certified Advisory Corp reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 543 Vanguard Global ex-US Real Estate ETF shares in Q2 2020, an estimated $23K.
Certified Advisory Corp first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 8 quarters.
Certified Advisory Corp's Vanguard Global ex-US Real Estate ETF position peaked at $23K in Q1 2020.
309 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.