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McAdam LLC’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-76
Closed -$4K – 596
2018
Q3 		$4K Hold
76
– – ﹤0.01% 450
2018
Q2 		$4K Buy
+76
New +$4.61K ﹤0.01% 436

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McAdam LLC's VNQI Position: Q4 2018 in Review

McAdam LLC sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2018, closing a stake of 76 shares — an estimated $4K sold.

McAdam LLC first reported a position in VNQI in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 301 funds tracked by Wall St. Rank hold VNQI as of Q4 2018.

  • McAdam LLC reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 76 Vanguard Global ex-US Real Estate ETF shares in Q4 2018, an estimated $4K.
  • McAdam LLC first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2018 and held it in 2 quarters.
  • McAdam LLC's Vanguard Global ex-US Real Estate ETF position peaked at $4K in Q3 2018.
  • 301 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.