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Kathleen S. Wright Associates’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Kathleen S. Wright Associates’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
2025
Q1 		– Sell
-25
Closed -$989 – 266
2024
Q4 		$989 Hold
25
– – ﹤0.01% 255
2024
Q3 		$1.17K Buy
+25
New +$1.09K ﹤0.01% 283

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BP
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Envestnet Asset Management
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kathleen S. Wright Associates's VNQI Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2025, closing a stake of 25 shares — an estimated $989 sold.

Kathleen S. Wright Associates first reported a position in VNQI in Q3 2024 and held it in 2 quarters. The position peaked at $1.17K in Q3 2024. 347 funds tracked by Wall St. Rank hold VNQI as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 25 Vanguard Global ex-US Real Estate ETF shares in Q1 2025, an estimated $989.
  • Kathleen S. Wright Associates first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2024 and held it in 2 quarters.
  • Kathleen S. Wright Associates's Vanguard Global ex-US Real Estate ETF position peaked at $1.17K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.