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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211K	Sell	4,739 -259	-5%	-$12.3K	0.04%	156
2025 Q4	$229K	Sell	4,998 -1,192	-19%	-$56.3K	0.05%	154
2025 Q3	$295K	Sell	6,190 -336	-5%	-$15.7K	0.06%	129
2025 Q2	$301K	Sell	6,526 -118	-2%	-$5.09K	0.07%	129
2025 Q1	$269K	Sell	6,644 -37	-0.6%	-$1.49K	0.06%	137
2024 Q4	$264K	Sell	6,681 -628	-9%	-$27.2K	0.07%	143
2024 Q3	$343K	Sell	7,309 -905	-11%	-$39.4K	0.08%	126
2024 Q2	$333K	Sell	8,214 -353	-4%	-$14.6K	0.08%	119
2024 Q1	$361K	Sell	8,567 -1,377	-14%	-$56.2K	0.09%	112
2023 Q4	$424K	Sell	9,944 -2,731	-22%	-$109K	0.11%	97
2023 Q3	$493K	Sell	12,675 -818	-6%	-$33.2K	0.14%	80
2023 Q2	$542K	Buy	+13,493	New	+$552K	0.16%	78