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

JNBA 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
2022 Q4	–	Sell	-63	Closed	-$2K	–	703
2022 Q3	$2K	Hold	63	–	–	﹤0.01%	623
2022 Q2	$3K	Hold	63	–	–	﹤0.01%	623
2022 Q1	$3K	Hold	63	–	–	﹤0.01%	609
2021 Q4	$3K	Buy	63 +14	+29%	+$789	﹤0.01%	715
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	654
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	606
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	583
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	538
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	535
2020 Q2	$2K	Hold	49	–	–	﹤0.01%	525
2020 Q1	$2K	Hold	49	–	–	﹤0.01%	516
2019 Q4	$3K	Hold	49	–	–	﹤0.01%	542
2019 Q3	$3K	Hold	49	–	–	﹤0.01%	530
2019 Q2	$3K	Hold	49	–	–	﹤0.01%	576
2019 Q1	$3K	Hold	49	–	–	﹤0.01%	493
2018 Q4	$3K	Buy	+49	New	+$2.64K	﹤0.01%	468
2016 Q4	–	Sell	-4,248	Closed	-$239K	–	1323
2016 Q3	$239K	Buy	+4,248	New	+$237K	0.03%	195
2016 Q1	–	Sell	-251	Closed	-$13K	–	563
2015 Q4	$13K	Hold	251	–	–	0.01%	327
2015 Q3	$13K	Buy	+251	New	+$13.3K	0.01%	327

Other funds holding VNQI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TWP

TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JNBA Financial Advisors's VNQI Position: Q4 2022 in Review

JNBA Financial Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2022, closing a stake of 63 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in VNQI in Q3 2015 and held it in 19 quarters. The position peaked at $239K in Q3 2016. 354 funds tracked by Wall St. Rank hold VNQI as of Q4 2022.

JNBA Financial Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
JNBA Financial Advisors sold 63 Vanguard Global ex-US Real Estate ETF shares in Q4 2022, an estimated $2K.
JNBA Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2015 and held it in 19 quarters.
JNBA Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $239K in Q3 2016.
354 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2022.

Based on JNBA Financial Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.