IP
VNQI icon

Intellectus Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Intellectus Partners’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
2018
Q4 		– Sell
-7,755
Closed -$438K – 527
2018
Q3 		$438K Sell
7,755
-171
-2% -$9.84K 0.16% 159
2018
Q2 		$466K Buy
7,926
+402
+5% +$24.4K 0.17% 143
2018
Q1 		$458K Buy
7,524
+1,240
+20% +$76K 0.16% 146
2017
Q4 		$380K Buy
6,284
+2,934
+88% +$176K 0.14% 160
2017
Q3 		$200K Buy
3,350
+385
+13% +$22.5K 0.08% 229
2017
Q2 		$168K Buy
+2,965
New +$165K 0.08% 223

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return