New England Private Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

New England Private Wealth 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
2018 Q4	–	Sell	-6,452	Closed	-$362K	–	165
2018 Q3	$362K	Sell	6,452 -51	-0.8%	-$2.94K	0.1%	104
2018 Q2	$377K	Buy	6,503 +1	+0%	+$61	0.11%	101
2018 Q1	$396K	Buy	6,502 +445	+7%	+$27.3K	0.11%	98
2017 Q4	$367K	Buy	6,057 +865	+17%	+$52K	0.1%	99
2017 Q3	$308K	Hold	5,192	–	–	0.09%	102
2017 Q2	$292K	Buy	+5,192	New	+$289K	0.09%	108

Other funds holding VNQI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

New England Private Wealth Advisors's VNQI Position: Q4 2018 in Review

New England Private Wealth Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2018, closing a stake of 6,452 shares — an estimated $362K sold.

New England Private Wealth Advisors first reported a position in VNQI in Q2 2017 and held it in 6 quarters. The position peaked at $396K in Q1 2018. 301 funds tracked by Wall St. Rank hold VNQI as of Q4 2018.

New England Private Wealth Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
New England Private Wealth Advisors sold 6,452 Vanguard Global ex-US Real Estate ETF shares in Q4 2018, an estimated $362K.
New England Private Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2017 and held it in 6 quarters.
New England Private Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $396K in Q1 2018.
301 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2018.

Based on New England Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.