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

Cranbrook 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	-781	Closed	-$30K	–	317
2022 Q3	$30K	Hold	781	–	–	0.01%	194
2022 Q2	$35K	Hold	781	–	–	0.01%	191
2022 Q1	$41K	Hold	781	–	–	0.01%	200
2021 Q4	$42K	Hold	781	–	–	0.01%	196
2021 Q3	$44K	Hold	781	–	–	0.01%	201
2021 Q2	$46K	Hold	781	–	–	0.01%	190
2021 Q1	$44K	Hold	781	–	–	0.01%	192
2020 Q4	$42K	Buy	+781	New	+$40.3K	0.01%	170

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 New York $777B AUM 61.18% 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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Cranbrook Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2022, closing a stake of 781 shares — an estimated $30K sold.

Cranbrook Wealth Management first reported a position in VNQI in Q4 2020 and held it in 8 quarters. The position peaked at $46K in Q2 2021. 354 funds tracked by Wall St. Rank hold VNQI as of Q4 2022.

Cranbrook Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Cranbrook Wealth Management sold 781 Vanguard Global ex-US Real Estate ETF shares in Q4 2022, an estimated $30K.
Cranbrook Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and held it in 8 quarters.
Cranbrook Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $46K in Q2 2021.
354 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2022.

Based on Cranbrook Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.