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

Doyle 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
2019
Q3 		– Sell
-129
Closed -$8K – 741
2019
Q2 		$8K Buy
+129
New +$7.55K ﹤0.01% 677
2019
Q1 		– Sell
-128
Closed -$7K – 735
2018
Q4 		$7K Buy
+128
New +$6.91K ﹤0.01% 688

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Doyle Wealth Management's VNQI Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2019, closing a stake of 129 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in VNQI in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 313 funds tracked by Wall St. Rank hold VNQI as of Q3 2019.

  • Doyle Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 129 Vanguard Global ex-US Real Estate ETF shares in Q3 2019, an estimated $8K.
  • Doyle Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $8K in Q2 2019.
  • 313 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.