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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-25
Closed -$1.01K – 329
2023
Q1 		$1.01K Buy
+25
New +$1.06K ﹤0.01% 298

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UCFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VNQI Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2023, closing a stake of 25 shares — an estimated $1.01K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VNQI in Q1 2023 and held it in 1 quarter. The position peaked at $1.01K in Q1 2023. 332 funds tracked by Wall St. Rank hold VNQI as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 25 Vanguard Global ex-US Real Estate ETF shares in Q2 2023, an estimated $1.01K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Global ex-US Real Estate ETF position peaked at $1.01K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.