Richardson Financial Services’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
$429K Buy
9,246
+2,819
+44% +$131K 0.29% 96
2025
Q1
$260K Buy
6,427
+32
+0.5% +$1.3K 0.2% 125
2024
Q4
$253K Buy
6,395
+33
+0.5% +$1.3K 0.18% 120
2024
Q3
$258K Hold
6,362
0.16% 124
2024
Q2
$258K Buy
6,362
+213
+3% +$8.64K 0.19% 117
2024
Q1
$259K Buy
6,149
+466
+8% +$19.6K 0.18% 124
2023
Q4
$242K Buy
+5,683
New +$242K 0.21% 110