Moisand Fitzgerald Tamayo’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Moisand Fitzgerald Tamayo’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
2026 Q2	$8.84K	Buy	+197	New	+$9.07K	﹤0.01%	382
2024 Q2	–	Sell	-6	Closed	-$253	–	610
2024 Q1	$253	Sell	6 -126	-95%	-$5.14K	﹤0.01%	556
2023 Q4	$5.62K	Buy	132 +82	+164%	+$3.27K	﹤0.01%	411
2023 Q3	$1.95K	Buy	+50	New	+$2.03K	﹤0.01%	565
2021 Q1	–	Sell	-76	Closed	-$4K	–	407
2020 Q4	$4K	Sell	76 -22	-22%	-$1.13K	﹤0.01%	281
2020 Q3	$5K	Buy	+98	New	+$4.76K	﹤0.01%	249
2018 Q4	–	Sell	-422	Closed	-$24K	–	305
2018 Q3	$24K	Buy	+422	New	+$24.3K	0.01%	156

Other funds holding VNQI

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Value Investment Professionals New York $119M AUM

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

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