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 |
|