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WealthOne’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-1,376
Closed -$72K – 534
2018
Q4 		$72K Buy
+1,376
New +$74.2K 0.06% 150

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

WealthOne's VNQI Position: Q1 2019 in Review

WealthOne sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2019, closing a stake of 1,376 shares — an estimated $72K sold.

WealthOne first reported a position in VNQI in Q4 2018 and held it in 1 quarter. The position peaked at $72K in Q4 2018. 318 funds tracked by Wall St. Rank hold VNQI as of Q1 2019.

  • WealthOne reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,376 Vanguard Global ex-US Real Estate ETF shares in Q1 2019, an estimated $72K.
  • WealthOne first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Vanguard Global ex-US Real Estate ETF position peaked at $72K in Q4 2018.
  • 318 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.