Paradigm Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Paradigm Financial 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
2020 Q1	–	Sell	-3,813	Closed	-$225K	–	139
2019 Q4	$225K	Sell	3,813 -2,117	-36%	-$127K	0.08%	117
2019 Q3	$347K	Buy	5,930 +7	+0.1%	+$409	0.14%	92
2019 Q2	$349K	Sell	5,923 -15	-0.3%	-$878	0.13%	92
2019 Q1	$354K	Hold	5,938	–	–	0.13%	91
2018 Q4	$311K	Sell	5,938 -1,971	-25%	-$106K	0.14%	91
2018 Q3	$444K	Buy	7,909 +16	+0.2%	+$921	0.17%	78
2018 Q2	$458K	Sell	7,893 -286	-3%	-$17.4K	0.2%	77
2018 Q1	$498K	Sell	8,179 -217	-3%	-$13.3K	0.22%	73
2017 Q4	$508K	Buy	+8,396	New	+$504K	0.23%	64
2014 Q1	–	Sell	-2,146	Closed	-$117K	–	284
2013 Q4	$117K	Buy	+2,146	New	+$121K	0.11%	93

Other funds holding VNQI

CSIA

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

PCA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Paradigm Financial Advisors's VNQI Position: Q1 2020 in Review

Paradigm Financial Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 3,813 shares — an estimated $225K sold.

Paradigm Financial Advisors first reported a position in VNQI in Q4 2013 and held it in 10 quarters. The position peaked at $508K in Q4 2017. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

Paradigm Financial Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Paradigm Financial Advisors sold 3,813 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $225K.
Paradigm Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2013 and held it in 10 quarters.
Paradigm Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $508K in Q4 2017.
334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on Paradigm Financial Advisors's 13F filing for Q1 2020, filed 11 May 2020.