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Oliver Lagore Vanvalin Investment Group’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q1 		– Sell
-1
Closed -$43 – 830
2023
Q4 		$43 Hold
1
– – ﹤0.01% 743
2023
Q3 		$39 Buy
+1
New +$41 ﹤0.01% 826

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Envestnet Asset Management
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
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BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VNQI Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2024, closing a stake of 1 share — an estimated $43 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VNQI in Q3 2023 and held it in 2 quarters. The position peaked at $43 in Q4 2023. 366 funds tracked by Wall St. Rank hold VNQI as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1 Vanguard Global ex-US Real Estate ETF share in Q1 2024, an estimated $43.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Vanguard Global ex-US Real Estate ETF position peaked at $43 in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.