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Hazlett, Burt & Watson’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-52
Closed -$2K – 694
2022
Q4 		$2K Buy
52
+36
+225% +$1.44K ﹤0.01% 580
2022
Q3 		$1K Buy
+16
New +$694 ﹤0.01% 610

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hazlett, Burt & Watson's VNQI Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2023, closing a stake of 52 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in VNQI in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q4 2022. 338 funds tracked by Wall St. Rank hold VNQI as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 52 Vanguard Global ex-US Real Estate ETF shares in Q1 2023, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2022 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Vanguard Global ex-US Real Estate ETF position peaked at $2K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.