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

Evermay 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
2025
Q2 		– Sell
-6
Closed -$243 – 605
2025
Q1 		$243 Buy
+6
New +$241 ﹤0.01% 558

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AssetMark Inc
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Morgan Stanley
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Manulife (Manufacturers Life Insurance)
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Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's VNQI Position: Q2 2025 in Review

Evermay Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2025, closing a stake of 6 shares — an estimated $243 sold.

Evermay Wealth Management first reported a position in VNQI in Q1 2025 and held it in 1 quarter. The position peaked at $243 in Q1 2025. 348 funds tracked by Wall St. Rank hold VNQI as of Q2 2025.

  • Evermay Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 6 Vanguard Global ex-US Real Estate ETF shares in Q2 2025, an estimated $243.
  • Evermay Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Evermay Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $243 in Q1 2025.
  • 348 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.