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

Global Wealth Management Investment Advisory’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
2020 Q1	–	Sell	-23	Closed	-$1K	–	670
2019 Q4	$1K	Buy	+23	New	+$1.38K	﹤0.01%	583
2019 Q1	–	Sell	-70	Closed	-$4K	–	772
2018 Q4	$4K	Buy	+70	New	+$3.78K	﹤0.01%	526

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 New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's VNQI Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 23 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in VNQI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

Global Wealth Management Investment Advisory reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 23 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2018 and held it in 2 quarters.
Global Wealth Management Investment Advisory's Vanguard Global ex-US Real Estate ETF position peaked at $4K in Q4 2018.
334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.