KJWM
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Kiley Juergens Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-145
Closed -$8K – 635
2018
Q3 		$8K Buy
+145
New +$8.35K 0.01% 491

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 $530B 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 $871B 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

Kiley Juergens Wealth Management's VNQI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2018, closing a stake of 145 shares — an estimated $8K sold.

Kiley Juergens Wealth Management first reported a position in VNQI in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 301 funds tracked by Wall St. Rank hold VNQI as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 145 Vanguard Global ex-US Real Estate ETF shares in Q4 2018, an estimated $8K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $8K in Q3 2018.
  • 301 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.