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Sensible Financial Planning & Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Sensible Financial Planning & Management’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
2020
Q1 		– Sell
-4,104
Closed -$243K – 40
2019
Q4 		$243K Sell
4,104
-1,738
-30% -$104K 0.1% 36
2019
Q3 		$342K Sell
5,842
-4,112
-41% -$240K 0.15% 31
2019
Q2 		$587K Buy
9,954
+213
+2% +$12.5K 0.25% 24
2019
Q1 		$580K Buy
9,741
+1,291
+15% +$73.2K 0.26% 24
2018
Q4 		$443K Buy
8,450
+1,225
+17% +$66.1K 0.21% 25
2018
Q3 		$406K Buy
7,225
+961
+15% +$55.3K 0.19% 24
2018
Q2 		$364K Buy
6,264
+454
+8% +$27.6K 0.17% 24
2018
Q1 		$354K Sell
5,810
-10
-0.2% -$613 0.17% 24
2017
Q4 		$352K Buy
5,820
+1,428
+33% +$85.8K 0.18% 24
2017
Q3 		$261K Sell
4,392
-104
-2% -$6.08K 0.14% 25
2017
Q2 		$253K Sell
4,496
-164
-4% -$9.13K 0.16% 26
2017
Q1 		$248K Buy
+4,660
New +$242K 0.16% 25
2016
Q4 		– Sell
-3,548
Closed -$199K – 69
2016
Q3 		$199K Buy
3,548
+793
+29% +$44.3K 0.14% 27
2016
Q2 		$149K Sell
2,755
-29
-1% -$1.56K 0.1% 29
2016
Q1 		$149K Buy
2,784
+302
+12% +$15K 0.11% 29
2015
Q4 		$127K Hold
2,482
– – 0.1% 31
2015
Q3 		$127K Sell
2,482
-268
-10% -$14.2K 0.1% 32
2015
Q2 		$153K Buy
+2,750
New +$160K 0.13% 32
2015
Q1 		– Sell
-2,240
Closed -$120K – 63
2014
Q4 		$120K Sell
2,240
-3,185
-59% -$175K 0.12% 37
2014
Q3 		$295K Buy
+5,425
New +$315K 0.26% 24

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sensible Financial Planning & Management's VNQI Position: Q1 2020 in Review

Sensible Financial Planning & Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 4,104 shares — an estimated $243K sold.

Sensible Financial Planning & Management first reported a position in VNQI in Q3 2014 and held it in 20 quarters. The position peaked at $587K in Q2 2019. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

  • Sensible Financial Planning & Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 4,104 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $243K.
  • Sensible Financial Planning & Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2014 and held it in 20 quarters.
  • Sensible Financial Planning & Management's Vanguard Global ex-US Real Estate ETF position peaked at $587K in Q2 2019.
  • 334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2020, filed 7 May 2020.