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RPGK
Retirement Planning Group (Kansas)’s
Vanguard Global ex-US Real Estate ETF
VNQI
Stock Holding History
Retirement Planning Group (Kansas)’s Portfolio
VNQI Stock Details
VNQI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-3,484
Closed
-$206K
–
73
2019
Q4
$206K
Buy
+3,484
New
+$209K
0.04%
73
2018
Q2
–
Sell
-3,326
Closed
-$203K
–
57
2018
Q1
$203K
Hold
3,326
–
–
0.06%
52
2017
Q4
$201K
Buy
+3,326
New
+$200K
0.05%
50
2016
Q4
–
Sell
-3,645
Closed
-$205K
–
54
2016
Q3
$205K
Sell
3,645
-187
-5%
-$10.4K
0.07%
50
2016
Q2
$207K
Sell
3,832
-494
-11%
-$26.6K
0.07%
53
2016
Q1
$231K
Sell
4,326
-794
-16%
-$39.4K
0.08%
50
2015
Q4
$262K
Sell
5,120
-2,334
-31%
-$123K
0.1%
46
2015
Q3
$380K
Sell
7,454
-32,104
-81%
-$1.7M
0.17%
38
2015
Q2
$2.19M
Sell
39,558
-13,329
-25%
-$775K
0.9%
21
2015
Q1
$2.98M
Sell
52,887
-114,201
-68%
-$6.37M
1.19%
18
2014
Q4
$8.94M
Sell
167,088
-435
-0.3%
-$23.9K
2.76%
13
2014
Q3
$9.12M
Buy
167,523
+3,181
+2%
+$185K
2.84%
12
2014
Q2
$9.54M
Buy
164,342
+2,375
+1%
+$134K
2.89%
12
2014
Q1
$8.76M
Buy
161,967
+12,294
+8%
+$655K
2.83%
12
2013
Q4
$8.15M
Buy
149,673
+8,058
+6%
+$454K
2.9%
12
2013
Q3
$8.03M
Sell
141,615
-81,210
-36%
-$4.45M
2.91%
12
2013
Q2
$11.9M
Buy
+222,825
New
+$12.8M
4.89%
7
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
$761B AUM
31.28%
1-Year Est. Return
VA
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
$16.2B 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
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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