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Lehman & Derafelo Financial Resources’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Lehman & Derafelo Financial Resources’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
2020
Q3 		– Sell
-36
Closed -$2K – 296
2020
Q2 		$2K Hold
36
– – ﹤0.01% 251
2020
Q1 		$2K Hold
36
– – ﹤0.01% 190
2019
Q4 		$2K Hold
36
– – ﹤0.01% 197
2019
Q3 		$2K Hold
36
– – ﹤0.01% 188
2019
Q2 		$2K Hold
36
– – ﹤0.01% 180
2019
Q1 		$2K Buy
+36
New +$2.04K ﹤0.01% 180

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VNQI Position: Q3 2020 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2020, closing a stake of 36 shares — an estimated $2K sold.

Lehman & Derafelo Financial Resources first reported a position in VNQI in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2020. 315 funds tracked by Wall St. Rank hold VNQI as of Q3 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 36 Vanguard Global ex-US Real Estate ETF shares in Q3 2020, an estimated $2K.
  • Lehman & Derafelo Financial Resources first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2019 and held it in 6 quarters.
  • Lehman & Derafelo Financial Resources's Vanguard Global ex-US Real Estate ETF position peaked at $2K in Q2 2020.
  • 315 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2020, filed 6 Nov 2020.