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

Plante Moran 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
2024 Q4	–	Sell	-15	Closed	-$704	–	996
2024 Q3	$704	Buy	+15	New	+$653	﹤0.01%	799
2024 Q2	–	Hold	0	–	–	–	909
2024 Q1	–	Sell	-1	Closed	-$43	–	956
2023 Q4	$43	Buy	+1	New	+$40	﹤0.01%	808
2023 Q1	–	Sell	-226	Closed	-$9.34K	–	955
2022 Q4	$9.34K	Buy	+226	New	+$9.01K	﹤0.01%	590
2022 Q2	–	Sell	-168	Closed	-$9K	–	1079
2022 Q1	$9K	Buy	168 +15	+10%	+$781	﹤0.01%	618
2021 Q4	$8K	Buy	+153	New	+$8.63K	﹤0.01%	740
2019 Q3	–	Sell	-21	Closed	-$1K	–	918
2019 Q2	$1K	Buy	+21	New	+$1.23K	﹤0.01%	767
2019 Q1	–	Sell	-12	Closed	-$1K	–	953
2018 Q4	$1K	Buy	+12	New	+$648	﹤0.01%	845

Other funds holding VNQI

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return