Wealthcare Advisory Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-170	Closed	-$9K	–	1830
2021 Q1	$9K	Buy	+170	New	+$9.3K	﹤0.01%	1502
2020 Q2	–	Sell	-14	Closed	-$1K	–	1320
2020 Q1	$1K	Sell	14 -271	-95%	-$14.6K	﹤0.01%	1440
2019 Q4	$17K	Buy	285 +281	+7,025%	+$16.9K	﹤0.01%	818
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1421
2019 Q2	$0	Hold	4	–	–	﹤0.01%	1362
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1283
2018 Q4	$0	Hold	4	–	–	﹤0.01%	1285
2018 Q3	$0	Hold	4	–	–	﹤0.01%	1310
2018 Q2	$0	Sell	4 -140	-97%	-$8.5K	﹤0.01%	1320
2018 Q1	$9K	Buy	144 +4	+3%	+$245	﹤0.01%	762
2017 Q4	$8K	Buy	+140	New	+$8.41K	﹤0.01%	724

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Wealthcare Advisory Partners's VNQI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2021, closing a stake of 170 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in VNQI in Q4 2017 and held it in 11 quarters. The position peaked at $17K in Q4 2019. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 170 Vanguard Global ex-US Real Estate ETF shares in Q2 2021, an estimated $9K.
Wealthcare Advisory Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Vanguard Global ex-US Real Estate ETF position peaked at $17K in Q4 2019.
341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.