Kings Point Capital Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Kings Point Capital 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
2022 Q1	–	Sell	-2,156	Closed	-$116K	–	657
2021 Q4	$116K	Buy	+2,156	New	+$122K	0.01%	279
2019 Q4	–	Sell	-386	Closed	-$23K	–	506
2019 Q3	$23K	Buy	+386	New	+$22.5K	﹤0.01%	380
2018 Q1	–	Sell	-190	Closed	-$11K	–	385
2017 Q4	$11K	Buy	+190	New	+$11.4K	﹤0.01%	363

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

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

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kings Point Capital Management's VNQI Position: Q1 2022 in Review

Kings Point Capital Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2022, closing a stake of 2,156 shares — an estimated $116K sold.

Kings Point Capital Management first reported a position in VNQI in Q4 2017 and held it in 3 quarters. The position peaked at $116K in Q4 2021. 369 funds tracked by Wall St. Rank hold VNQI as of Q1 2022.

Kings Point Capital Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 2,156 Vanguard Global ex-US Real Estate ETF shares in Q1 2022, an estimated $116K.
Kings Point Capital Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 3 quarters.
Kings Point Capital Management's Vanguard Global ex-US Real Estate ETF position peaked at $116K in Q4 2021.
369 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.