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

MinichMacGregor 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
2018
Q2 		– Sell
-143
Closed -$8K – 593
2018
Q1 		$8K Buy
+143
New +$8.76K 0.01% 335

Other funds holding VNQI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $8.42B AUM 14.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's VNQI Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2018, closing a stake of 143 shares — an estimated $8K sold.

MinichMacGregor Wealth Management first reported a position in VNQI in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 288 funds tracked by Wall St. Rank hold VNQI as of Q2 2018.

  • MinichMacGregor Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 143 Vanguard Global ex-US Real Estate ETF shares in Q2 2018, an estimated $8K.
  • MinichMacGregor Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $8K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.