Sequoia Financial Advisors’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
$1.19M Sell
25,772
-45,293
-64% -$2.09M 0.01% 624
2025
Q1
$2.88M Sell
71,065
-33,017
-32% -$1.34M 0.02% 364
2024
Q4
$4.12M Buy
+104,082
New +$4.12M 0.04% 274
2022
Q3
Sell
-9,627
Closed -$426K 590
2022
Q2
$426K Buy
9,627
+17
+0.2% +$752 0.01% 357
2022
Q1
$499K Sell
9,610
-127
-1% -$6.59K 0.01% 358
2021
Q4
$525K Buy
+9,737
New +$525K 0.01% 317