WP
VNQI icon

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 – 420
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return