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

Gupta Wealth 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
2016
Q1 		$29K Sell
535
-208
-28% -$10.3K 0.01% 575
2015
Q4 		$38K Sell
743
-1,697
-70% -$89.2K 0.01% 485
2015
Q3 		$124K Hold
2,440
– – 0.03% 317
2015
Q2 		$135K Hold
2,440
– – 0.03% 304
2015
Q1 		$137K Buy
+2,440
New +$136K 0.04% 267

Other funds holding VNQI

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Gupta Wealth Management's VNQI Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 28% in Q1 2016, selling an estimated $10.3K and leaving 535 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #575.

Gupta Wealth Management first reported a position in VNQI in Q1 2015 and has held it in 5 quarters since. The position peaked at $137K in Q1 2015. 188 funds tracked by Wall St. Rank hold VNQI as of Q1 2016.

  • Gupta Wealth Management held 535 shares of Vanguard Global ex-US Real Estate ETF worth $29K as of Q1 2016.
  • Gupta Wealth Management sold 208 Vanguard Global ex-US Real Estate ETF shares in Q1 2016, an estimated $10.3K.
  • Vanguard Global ex-US Real Estate ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #575 holding.
  • Gupta Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $137K in Q1 2015.
  • 188 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.