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O'Brien Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

O'Brien Wealth Partners’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
-1,285
Closed -$72K – 194
2018
Q3 		$72K Hold
1,285
– – 0.05% 63
2018
Q2 		$75K Hold
1,285
– – 0.06% 32
2018
Q1 		$78K Buy
+1,285
New +$78.7K 0.05% 48

Other funds holding VNQI

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Wells Fargo San Francisco, California $617B AUM 30.33% 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 $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Brien Wealth Partners's VNQI Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2018, closing a stake of 1,285 shares — an estimated $72K sold.

O'Brien Wealth Partners first reported a position in VNQI in Q1 2018 and held it in 3 quarters. The position peaked at $78K in Q1 2018. 301 funds tracked by Wall St. Rank hold VNQI as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 1,285 Vanguard Global ex-US Real Estate ETF shares in Q4 2018, an estimated $72K.
  • O'Brien Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $78K in Q1 2018.
  • 301 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.