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Planned Solutions’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Planned Solutions’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
Q4 		– Sell
-21
Closed -$985 – 621
2024
Q3 		$985 Buy
+21
New +$914 ﹤0.01% 588
2024
Q1 		– Sell
-4
Closed -$170 – 535
2023
Q4 		$170 Buy
+4
New +$160 ﹤0.01% 566

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Planned Solutions's VNQI Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2024, closing a stake of 21 shares — an estimated $985 sold.

Planned Solutions first reported a position in VNQI in Q4 2023 and held it in 2 quarters. The position peaked at $985 in Q3 2024. 347 funds tracked by Wall St. Rank hold VNQI as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 21 Vanguard Global ex-US Real Estate ETF shares in Q4 2024, an estimated $985.
  • Planned Solutions first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Vanguard Global ex-US Real Estate ETF position peaked at $985 in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.