Financial Gravity Asset Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-9	Closed	-$372	–	790
2024 Q1	$380	Hold	9	–	–	﹤0.01%	864
2023 Q4	$384	Buy	+9	New	+$359	﹤0.01%	925
2021 Q3	$56K	Hold	6	–	–	0.03%	521
2021 Q2	$58K	Buy	+6	New	+$349	0.02%	520
2020 Q4	$0	Buy	+6	New	+$309	﹤0.01%	669
2019 Q4	$59K	Sell	542 -133	-20%	-$7.98K	0.04%	555
2019 Q3	$40K	Buy	675 +4	+0.6%	+$234	0.03%	325
2019 Q2	$40K	Sell	671 -10	-1%	-$585	0.03%	367
2019 Q1	$41K	Buy	+681	New	+$38.6K	0.03%	358
2018 Q3	$38K	Sell	713 -29	-4%	-$1.67K	0.04%	391
2018 Q2	$43K	Buy	742 +106	+17%	+$6.43K	0.04%	365
2018 Q1	$39K	Buy	+636	New	+$39K	0.04%	392

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's VNQI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2024, closing a stake of 9 shares — an estimated $372 sold.

Financial Gravity Asset Management first reported a position in VNQI in Q1 2018 and held it in 12 quarters. The position peaked at $59K in Q4 2019. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2024.

Financial Gravity Asset Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 9 Vanguard Global ex-US Real Estate ETF shares in Q2 2024, an estimated $372.
Financial Gravity Asset Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Vanguard Global ex-US Real Estate ETF position peaked at $59K in Q4 2019.
341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.