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

Vector 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
2015
Q2 		– Sell
-4,160
Closed -$234K – 77
2015
Q1 		$234K Sell
4,160
-505
-11% -$28.1K 0.19% 68
2014
Q4 		$250K Buy
+4,665
New +$256K 0.19% 60

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Vector Wealth Management's VNQI Position: Q2 2015 in Review

Vector Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2015, closing a stake of 4,160 shares — an estimated $234K sold.

Vector Wealth Management first reported a position in VNQI in Q4 2014 and held it in 2 quarters. The position peaked at $250K in Q4 2014. 163 funds tracked by Wall St. Rank hold VNQI as of Q2 2015.

  • Vector Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Vector Wealth Management sold 4,160 Vanguard Global ex-US Real Estate ETF shares in Q2 2015, an estimated $234K.
  • Vector Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2014 and held it in 2 quarters.
  • Vector Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $250K in Q4 2014.
  • 163 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2015.

Based on Vector Wealth Management's 13F filing for Q2 2015, filed 19 Jan 2017.