Kovitz Investment Group Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $243K | Sell |
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|
2025
Q2 | $529K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $560K | Sell |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $617K | Sell |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $645K | Sell |
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|
2022
Q2 | $773K | Sell |
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|
2022
Q1 | $948K | Buy |
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|
2021
Q4 | $841K | Buy |
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|
2021
Q3 | $857K | Sell |
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|
2021
Q2 | $912K | Buy |
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|
2021
Q1 | $764K | Sell |
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|
2020
Q4 | $841K | Sell |
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|
2020
Q3 | $758K | Sell |
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|
2020
Q2 | $761K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.12M | Buy |
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