Guidant Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$4.1M	Buy	69,953 +5,141	+8%	+$300K	1.52%	22
2019 Q2	$3.82M	Buy	64,812 +1,929	+3%	+$113K	1.48%	20
2019 Q1	$3.75M	Buy	62,883 +4,514	+8%	+$256K	1.46%	20
2018 Q4	$3.06M	Sell	58,369 -150	-0.3%	-$8.09K	1.43%	21
2018 Q3	$3.28M	Buy	58,519 +3,902	+7%	+$225K	1.37%	19
2018 Q2	$3.14M	Buy	54,617 +253	+0.5%	+$15.4K	1.37%	19
2018 Q1	$3.27M	Buy	54,364 +3,541	+7%	+$217K	1.48%	19
2017 Q4	$3.19M	Buy	50,823 +2,325	+5%	+$140K	1.43%	19
2017 Q3	$2.88M	Buy	48,498 +926	+2%	+$54.1K	2.05%	14
2017 Q2	$2.65M	Buy	47,572 +28	+0.1%	+$1.56K	1.37%	26
2017 Q1	$2.55M	Buy	47,544 +6,734	+17%	+$350K	1.34%	26
2016 Q4	$2.09M	Buy	40,810 +2,496	+7%	+$130K	1.18%	31
2016 Q3	$2.11M	Buy	+38,314	New	+$2.14M	1.3%	25

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Guidant Wealth Advisors's VNQI Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 7.9% in Q3 2019, buying an estimated $300K and bringing the position to 69,953 shares worth $4.1M. The position accounts for 1.52% of the portfolio, ranked #22.

Guidant Wealth Advisors first reported a position in VNQI in Q3 2016 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold VNQI as of Q3 2019.

Guidant Wealth Advisors held 69,953 shares of Vanguard Global ex-US Real Estate ETF worth $4.1M as of Q3 2019.
Guidant Wealth Advisors bought 5,141 Vanguard Global ex-US Real Estate ETF shares in Q3 2019, an estimated $300K.
Vanguard Global ex-US Real Estate ETF made up 1.52% of Guidant Wealth Advisors's portfolio in Q3 2019, its #22 holding.
Guidant Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2016 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.