UFA
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Uptown Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Uptown Financial Advisors’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$318K Sell
6,897
-33
-0.5% -$1.52K 0.27% 52
2025
Q1 		$280K Sell
6,930
-219
-3% -$8.86K 0.29% 50
2024
Q4 		$283K Buy
+7,149
New +$283K 0.31% 46