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Torch Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Torch Wealth 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
2014
Q1 		– Sell
-160
Closed -$9K – 305
2013
Q4 		$9K Buy
+160
New +$9.02K 0.01% 238

Other funds holding VNQI

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Torch Wealth Management's VNQI Position: Q1 2014 in Review

Torch Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2014, closing a stake of 160 shares — an estimated $9K sold.

Torch Wealth Management first reported a position in VNQI in Q4 2013 and held it in 1 quarter. The position peaked at $9K in Q4 2013. 97 funds tracked by Wall St. Rank hold VNQI as of Q1 2014.

  • Torch Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • Torch Wealth Management sold 160 Vanguard Global ex-US Real Estate ETF shares in Q1 2014, an estimated $9K.
  • Torch Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2013 and held it in 1 quarter.
  • Torch Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $9K in Q4 2013.
  • 97 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2014.

Based on Torch Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.