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

WealthPLAN 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
2023 Q3	–	Sell	-8	Closed	-$322	–	1150
2023 Q2	$322	Hold	8	–	–	﹤0.01%	1198
2023 Q1	$325	Buy	+8	New	+$338	﹤0.01%	1267
2017 Q2	–	Sell	-150	Closed	-$8.04K	–	418
2017 Q1	$8.04K	Buy	+150	New	+$7.8K	0.03%	296
2016 Q3	$8.27K	Sell	150 -300	-67%	-$16.8K	﹤0.01%	630
2016 Q2	$8.13K	Buy	+450	New	+$24.3K	﹤0.01%	1818
2015 Q4	$7.67K	Buy	+150	New	+$7.88K	﹤0.01%	1231

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

WealthPLAN Partners's VNQI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2023, closing a stake of 8 shares — an estimated $322 sold.

WealthPLAN Partners first reported a position in VNQI in Q4 2015 and held it in 6 quarters. The position peaked at $8.27K in Q3 2016. 327 funds tracked by Wall St. Rank hold VNQI as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 8 Vanguard Global ex-US Real Estate ETF shares in Q3 2023, an estimated $322.
WealthPLAN Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's Vanguard Global ex-US Real Estate ETF position peaked at $8.27K in Q3 2016.
327 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.