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River Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-105
Closed -$6K – 487
2018
Q4 		$6K Hold
105
– – ﹤0.01% 463
2018
Q3 		$6K Hold
105
– – ﹤0.01% 492
2018
Q2 		$6K Buy
+105
New +$6.37K ﹤0.01% 493

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

River Wealth Advisors's VNQI Position: Q1 2019 in Review

River Wealth Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2019, closing a stake of 105 shares — an estimated $6K sold.

River Wealth Advisors first reported a position in VNQI in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q4 2018. 318 funds tracked by Wall St. Rank hold VNQI as of Q1 2019.

  • River Wealth Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 105 Vanguard Global ex-US Real Estate ETF shares in Q1 2019, an estimated $6K.
  • River Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $6K in Q4 2018.
  • 318 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.