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LifePlan Financial Group’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

LifePlan Financial Group’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
2019
Q4 		– Sell
-210
Closed -$12K – 577
2019
Q3 		$12K Buy
+210
New +$12.3K 0.01% 401

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VA
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VOYA Investment Management
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Morgan Stanley
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's VNQI Position: Q4 2019 in Review

LifePlan Financial Group sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2019, closing a stake of 210 shares — an estimated $12K sold.

LifePlan Financial Group first reported a position in VNQI in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 360 funds tracked by Wall St. Rank hold VNQI as of Q4 2019.

  • LifePlan Financial Group reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 210 Vanguard Global ex-US Real Estate ETF shares in Q4 2019, an estimated $12K.
  • LifePlan Financial Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • LifePlan Financial Group's Vanguard Global ex-US Real Estate ETF position peaked at $12K in Q3 2019.
  • 360 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.