Huber Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Huber Financial 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
2020 Q1	–	Sell	-7,319	Closed	-$432K	–	125
2019 Q4	$432K	Sell	7,319 -128	-2%	-$7.68K	0.15%	79
2019 Q3	$436K	Sell	7,447 -347	-4%	-$20.3K	0.17%	70
2019 Q2	$460K	Sell	7,794 -198	-2%	-$11.6K	0.2%	66
2019 Q1	$476K	Buy	7,992 +2,331	+41%	+$132K	0.23%	62
2018 Q4	$297K	Buy	5,661 +174	+3%	+$9.39K	0.16%	77
2018 Q3	$308K	Sell	5,487 -217	-4%	-$12.5K	0.24%	73
2018 Q2	$331K	Buy	5,704 +3	+0.1%	+$182	0.3%	66
2018 Q1	$347K	Buy	5,701 +147	+3%	+$9K	0.34%	59
2017 Q4	$336K	Buy	+5,554	New	+$334K	0.37%	51

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

Huber Financial Advisors's VNQI Position: Q1 2020 in Review

Huber Financial Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 7,319 shares — an estimated $432K sold.

Huber Financial Advisors first reported a position in VNQI in Q4 2017 and held it in 9 quarters. The position peaked at $476K in Q1 2019. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

Huber Financial Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Huber Financial Advisors sold 7,319 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $432K.
Huber Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 9 quarters.
Huber Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $476K in Q1 2019.
334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.