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DecisionPoint Financial’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

DecisionPoint Financial’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
2023
Q4 		– Sell
-145
Closed -$5.64K – 264
2023
Q3 		$5.64K Buy
+145
New +$5.88K ﹤0.01% 149

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DecisionPoint Financial's VNQI Position: Q4 2023 in Review

DecisionPoint Financial sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2023, closing a stake of 145 shares — an estimated $5.64K sold.

DecisionPoint Financial first reported a position in VNQI in Q3 2023 and held it in 1 quarter. The position peaked at $5.64K in Q3 2023. 376 funds tracked by Wall St. Rank hold VNQI as of Q4 2023.

  • DecisionPoint Financial reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • DecisionPoint Financial sold 145 Vanguard Global ex-US Real Estate ETF shares in Q4 2023, an estimated $5.64K.
  • DecisionPoint Financial first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • DecisionPoint Financial's Vanguard Global ex-US Real Estate ETF position peaked at $5.64K in Q3 2023.
  • 376 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2023.

Based on DecisionPoint Financial's 13F filing for Q4 2023, filed 31 Jan 2024.