Leicht Financial Planning & Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-8,449	Closed	-$361K	–	62
2020 Q1	$361K	Sell	8,449 -26,929	-76%	-$1.45M	0.35%	40
2019 Q4	$2.09M	Sell	35,378 -37,498	-51%	-$2.25M	1.9%	18
2019 Q3	$4.27M	Buy	72,876 +21,163	+41%	+$1.24M	4.08%	11
2019 Q2	$3.05M	Buy	51,713 +22,721	+78%	+$1.33M	2.99%	16
2019 Q1	$1.73M	Buy	28,992 +10,171	+54%	+$576K	1.78%	19
2018 Q4	$984K	Sell	18,821 -156	-0.8%	-$8.42K	1.3%	26
2018 Q3	$1.07M	Buy	+18,977	New	+$1.09M	1.27%	26

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's VNQI Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2020, closing a stake of 8,449 shares — an estimated $361K sold.

Leicht Financial Planning & Wealth Management first reported a position in VNQI in Q3 2018 and held it in 7 quarters. The position peaked at $4.27M in Q3 2019. 309 funds tracked by Wall St. Rank hold VNQI as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 8,449 Vanguard Global ex-US Real Estate ETF shares in Q2 2020, an estimated $361K.
Leicht Financial Planning & Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2018 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $4.27M in Q3 2019.
309 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.