EverSource Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$435 | – | 4181 |
|
|
2024
Q4 | $435 | Buy |
+11
| New | +$435 | ﹤0.01% | 3245 |
|
|
2024
Q1 | – | Sell |
-36
| Closed | -$1.53K | – | 3007 |
|
|
2023
Q4 | $1.53K | Buy |
+36
| New | +$1.53K | ﹤0.01% | 2260 |
|
|
2022
Q3 | – | Sell |
-2,240
| Closed | -$99K | – | 2156 |
|
|
2022
Q2 | $99K | Hold |
2,240
| – | – | 0.03% | 378 |
|
|
2022
Q1 | $116K | Hold |
2,240
| – | – | 0.03% | 313 |
|
|
2021
Q4 | $121K | Buy |
+2,240
| New | +$121K | 0.03% | 282 |
|