McClarren Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

McClarren Financial 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
2024 Q2	–	Sell	-434	Closed	-$19K	–	372
2024 Q1	$19K	Buy	434 +1	+0.2%	+$41	0.01%	217
2023 Q4	$18K	Buy	433 +16	+4%	+$638	0.01%	245
2023 Q3	$16K	Hold	417	–	–	0.01%	238
2023 Q2	$16K	Hold	417	–	–	0.01%	238
2023 Q1	$16K	Hold	417	–	–	0.01%	226
2022 Q4	$17K	Buy	417 +3	+0.7%	+$120	0.02%	222
2022 Q3	$15K	Buy	+414	New	+$18K	0.02%	218
2022 Q2	–	Sell	-562	Closed	-$29K	–	273
2022 Q1	$29K	Sell	562 -1	-0.2%	-$52	0.02%	157
2021 Q4	$31K	Buy	563 +30	+6%	+$1.69K	0.02%	167
2021 Q3	$30K	Buy	533 +5	+0.9%	+$293	0.02%	144
2021 Q2	$30K	Hold	528	–	–	0.02%	152
2021 Q1	$29K	Hold	528	–	–	0.03%	134
2020 Q4	$28K	Buy	+528	New	+$27.2K	0.03%	124

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

McClarren Financial Advisors's VNQI Position: Q2 2024 in Review

McClarren Financial Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2024, closing a stake of 434 shares — an estimated $19K sold.

McClarren Financial Advisors first reported a position in VNQI in Q4 2020 and held it in 13 quarters. The position peaked at $31K in Q4 2021. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2024.

McClarren Financial Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
McClarren Financial Advisors sold 434 Vanguard Global ex-US Real Estate ETF shares in Q2 2024, an estimated $19K.
McClarren Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and held it in 13 quarters.
McClarren Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $31K in Q4 2021.
341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.