Petix & Botte Financial’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,176
| Closed | -$209K | – | 132 |
|
|
2025
Q1 | $209K | Hold |
5,176
| – | – | 0.06% | 125 |
|
|
2024
Q4 | $205K | Buy |
5,176
+70
| +1% | +$2.77K | 0.05% | 123 |
|
|
2024
Q3 | $240K | Hold |
5,106
| – | – | 0.06% | 110 |
|
|
2024
Q2 | $207K | Buy |
+5,106
| New | +$207K | 0.06% | 120 |
|
|
2024
Q1 | – | Sell |
-5,478
| Closed | -$233K | – | 165 |
|
|
2023
Q4 | $233K | Sell |
5,478
-489
| -8% | -$20.8K | 0.07% | 112 |
|
|
2023
Q3 | $232K | Hold |
5,967
| – | – | 0.07% | 109 |
|
|
2023
Q2 | $240K | Buy |
+5,967
| New | +$240K | 0.07% | 108 |
|
|
2022
Q2 | – | Sell |
-6,254
| Closed | -$325K | – | 116 |
|
|
2022
Q1 | $325K | Buy |
+6,254
| New | +$325K | 0.1% | 82 |
|
|
2021
Q4 | – | Sell |
-7,475
| Closed | -$420K | – | 113 |
|
|
2021
Q3 | $420K | Buy |
7,475
+3,749
| +101% | +$211K | 0.14% | 70 |
|
|
2021
Q2 | $217K | Sell |
3,726
-53
| -1% | -$3.09K | 0.15% | 74 |
|
|
2021
Q1 | $211K | Sell |
3,779
-93
| -2% | -$5.19K | 0.16% | 75 |
|
|
2020
Q4 | $210K | Sell |
3,872
-269
| -6% | -$14.6K | 0.16% | 78 |
|
|
2020
Q3 | $202K | Sell |
4,141
-4,522
| -52% | -$221K | 0.16% | 79 |
|
|
2020
Q2 | $201K | Buy |
8,663
+2,999
| +53% | +$69.6K | 0.17% | 73 |
|
|
2020
Q1 | $243K | Sell |
5,664
-1,069
| -16% | -$45.9K | 0.24% | 61 |
|
|
2019
Q4 | $396K | Buy |
+6,733
| New | +$396K | 0.31% | 54 |
|