PHAM
Palisades Hudson Asset Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
+6,598
| New | +$304K | 0.12% | 84 |
|
|
2024
Q4 | – | Sell |
-4,698
| Closed | -$220K | – | 108 |
|
|
2024
Q3 | $220K | Buy |
+4,698
| New | +$220K | 0.09% | 94 |
|
|
2024
Q1 | – | Sell |
-4,698
| Closed | -$200K | – | 100 |
|
|
2023
Q4 | $200K | Buy |
+4,698
| New | +$200K | 0.1% | 92 |
|
|
2021
Q3 | – | Sell |
-3,482
| Closed | -$203K | – | 112 |
|
|
2021
Q2 | $203K | Buy |
+3,482
| New | +$203K | 0.09% | 110 |
|