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

Investment 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
2020 Q1	–	Sell	-4,036	Closed	-$238K	–	152
2019 Q4	$238K	Buy	4,036 +35	+0.9%	+$2.1K	0.16%	131
2019 Q3	$234K	Sell	4,001 -1,332	-25%	-$77.8K	0.17%	127
2019 Q2	$315K	Sell	5,333 -881	-14%	-$51.6K	0.23%	96
2019 Q1	$370K	Sell	6,214 -981	-14%	-$55.6K	0.27%	83
2018 Q4	$377K	Buy	+7,195	New	+$388K	0.32%	76
2018 Q3	–	Sell	-7,030	Closed	-$408K	–	166
2018 Q2	$408K	Buy	7,030 +940	+15%	+$57.1K	0.3%	72
2018 Q1	$371K	Buy	6,090 +1,501	+33%	+$91.9K	0.28%	79
2017 Q4	$278K	Buy	+4,589	New	+$276K	0.21%	113

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 $8.42B AUM 14.36% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Investment Partners's VNQI Position: Q1 2020 in Review

Investment Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 4,036 shares — an estimated $238K sold.

Investment Partners first reported a position in VNQI in Q4 2017 and held it in 8 quarters. The position peaked at $408K in Q2 2018. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

Investment Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Investment Partners sold 4,036 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $238K.
Investment Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 8 quarters.
Investment Partners's Vanguard Global ex-US Real Estate ETF position peaked at $408K in Q2 2018.
334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on Investment Partners's 13F filing for Q1 2020, filed 29 Apr 2020.