JWWM
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Johnson & White Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Johnson & White Wealth Management’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
-1,008
Closed -$239K – 121
2022
Q4 		$239K Buy
+1,008
New +$40.2K 0.24% 69

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

Johnson & White Wealth Management's VNQI Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2023, closing a stake of 1,008 shares — an estimated $239K sold.

Johnson & White Wealth Management first reported a position in VNQI in Q4 2022 and held it in 1 quarter. The position peaked at $239K in Q4 2022. 338 funds tracked by Wall St. Rank hold VNQI as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 1,008 Vanguard Global ex-US Real Estate ETF shares in Q1 2023, an estimated $239K.
  • Johnson & White Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $239K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.