Montecito Bank & Trust’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$204K Buy
2024
Q2
Sell
2024
Q1
$396K Sell
2023
Q4
$427K Sell
2023
Q3
$435K Sell
2023
Q2
$451K Sell
2023
Q1
$465K Sell
2022
Q4
$549K Sell
2022
Q3
$608K Sell
2022
Q2
$822K Buy
2022
Q1
$532K Buy
2021
Q4
$412K Buy
2019
Q3
Sell
2019
Q2
$809K Buy
2017
Q1
Sell
2016
Q4
$61K Buy