Compass Ion Advisors’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
2025
Q2
$343K Hold
2025
Q1
$300K Hold
2024
Q4
$294K Sell
2024
Q3
$401K Buy
2024
Q2
$354K Hold
2024
Q1
$354K Sell
2023
Q4
$408K Sell
2023
Q3
$517K Buy