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

Kingsview 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
2024
Q1 		– Sell
-30,868
Closed -$1.31M – 1077
2023
Q4 		$1.31M Buy
+30,868
New +$1.23M 0.04% 388

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingsview Wealth Management's VNQI Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2024, closing a stake of 30,868 shares — an estimated $1.31M sold.

Kingsview Wealth Management first reported a position in VNQI in Q4 2023 and held it in 1 quarter. The position peaked at $1.31M in Q4 2023. 366 funds tracked by Wall St. Rank hold VNQI as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 30,868 Vanguard Global ex-US Real Estate ETF shares in Q1 2024, an estimated $1.31M.
  • Kingsview Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $1.31M in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.