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

Liberty 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
2023 Q2	–	Sell	-6,192	Closed	-$271K	–	237
2023 Q1	$271K	Buy	+6,192	New	+$262K	0.06%	185
2021 Q4	–	Sell	-46	Closed	-$3K	–	1072
2021 Q3	$3K	Buy	+46	New	+$2.7K	﹤0.01%	1031
2020 Q1	–	Sell	-173	Closed	-$10K	–	997
2019 Q4	$10K	Buy	+173	New	+$10.4K	0.01%	546

Other funds holding VNQI

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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's VNQI Position: Q2 2023 in Review

Liberty Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2023, closing a stake of 6,192 shares — an estimated $271K sold.

Liberty Wealth Management first reported a position in VNQI in Q4 2019 and held it in 3 quarters. The position peaked at $271K in Q1 2023. 332 funds tracked by Wall St. Rank hold VNQI as of Q2 2023.

Liberty Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 6,192 Vanguard Global ex-US Real Estate ETF shares in Q2 2023, an estimated $271K.
Liberty Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2019 and held it in 3 quarters.
Liberty Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $271K in Q1 2023.
332 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.