Waldron Private Wealth’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $929K | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $4.15M | Hold |
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|
2022
Q3 | $4.15M | Sell |
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|
2022
Q2 | $5.38M | Sell |
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|
2022
Q1 | $6.54M | Sell |
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|
2021
Q4 | $6.82M | Sell |
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|
2021
Q3 | $7.45M | Sell |
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|
2021
Q2 | $7.73M | Sell |
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|
2021
Q1 | $7.65M | Sell |
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|
2020
Q4 | $7.59M | Buy |
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|
2020
Q3 | $6.7M | Sell |
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|
2020
Q2 | $12.8M | Buy |
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|
2020
Q1 | $5.47M | Buy |
|