Graves Light Lenhart Wealth’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-193	Closed	-$9K	–	595
2022 Q2	$9K	Sell	193 -93	-33%	-$4.44K	﹤0.01%	500
2022 Q1	$15K	Hold	286	–	–	﹤0.01%	500
2021 Q4	$15K	Hold	286	–	–	﹤0.01%	565
2021 Q3	$16K	Sell	286 -1,408	-83%	-$82.6K	﹤0.01%	521
2021 Q2	$99K	Hold	1,694	–	–	0.02%	285
2021 Q1	$94K	Hold	1,694	–	–	0.02%	288
2020 Q4	$92K	Buy	+1,694	New	+$87.3K	0.02%	283

Other funds holding VNQI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Graves Light Lenhart Wealth's VNQI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2022, closing a stake of 193 shares — an estimated $9K sold.

Graves Light Lenhart Wealth first reported a position in VNQI in Q4 2020 and held it in 7 quarters. The position peaked at $99K in Q2 2021. 337 funds tracked by Wall St. Rank hold VNQI as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 193 Vanguard Global ex-US Real Estate ETF shares in Q3 2022, an estimated $9K.
Graves Light Lenhart Wealth first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Vanguard Global ex-US Real Estate ETF position peaked at $99K in Q2 2021.
337 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.