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TD Capital Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

TD Capital 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
2021
Q4 		– Sell
-65
Closed -$4K – 401
2021
Q3 		$4K Buy
+65
New +$3.81K ﹤0.01% 309
2015
Q4 		– Sell
-4,574
Closed -$233K – 150
2015
Q3 		$233K Sell
4,574
-13,909
-75% -$738K 0.07% 42
2015
Q2 		$1.02M Buy
18,483
+777
+4% +$45.2K 0.26% 31
2015
Q1 		$996K Buy
17,706
+1,340
+8% +$74.7K 0.23% 35
2014
Q4 		$876K Buy
16,366
+1,067
+7% +$58.6K 0.2% 38
2014
Q3 		$833K Buy
+15,299
New +$890K 0.19% 38

Other funds holding VNQI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return