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Lenox Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Lenox Wealth Advisors’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
-90
Closed -$5K – 1000
2021
Q4 		$5K Buy
90
+82
+1,025% +$4.62K ﹤0.01% 611
2021
Q3 		$0 Buy
+8
New +$469 ﹤0.01% 798
2021
Q2 		– Sell
-36
Closed -$2K – 802
2021
Q1 		$2K Buy
36
+34
+1,700% +$1.86K ﹤0.01% 632
2020
Q4 		$0 Hold
2
– – ﹤0.01% 683
2020
Q3 		$0 Hold
2
– – ﹤0.01% 651
2020
Q2 		$0 Hold
2
– – ﹤0.01% 798
2020
Q1 		$0 Hold
2
– – ﹤0.01% 936
2019
Q4 		$0 Hold
2
– – ﹤0.01% 822
2019
Q3 		$0 Buy
+2
New +$117 ﹤0.01% 646

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jane Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's VNQI Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2022, closing a stake of 90 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in VNQI in Q3 2019 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 369 funds tracked by Wall St. Rank hold VNQI as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 90 Vanguard Global ex-US Real Estate ETF shares in Q1 2022, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2019 and held it in 9 quarters.
  • Lenox Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $5K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.