Wealthspire Advisors (Maryland)’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q1	–	Sell	-4,084	Closed	-$241K	–	513
2019 Q4	$241K	Buy	4,084 +501	+14%	+$30.1K	0.02%	431
2019 Q3	$210K	Buy	+3,583	New	+$209K	0.02%	428
2019 Q2	–	Sell	-3,236	Closed	-$193K	–	1995
2019 Q1	$193K	Hold	3,236	–	–	0.01%	448
2018 Q4	$170K	Hold	3,236	–	–	0.02%	439
2018 Q3	$182K	Hold	3,236	–	–	0.02%	488
2018 Q2	$188K	Sell	3,236 -230	-7%	-$14K	0.02%	487
2018 Q1	$211K	Hold	3,466	–	–	0.02%	449
2017 Q4	$210K	Buy	3,466 +13	+0.4%	+$781	0.02%	471
2017 Q3	$205K	Buy	+3,453	New	+$202K	0.02%	466
2016 Q4	–	Sell	-160	Closed	-$9K	–	1848
2016 Q3	$9K	Buy	+160	New	+$8.94K	﹤0.01%	1275

Other funds holding VNQI

CSIA

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VNQI Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 4,084 shares — an estimated $241K sold.

Wealthspire Advisors (Maryland) first reported a position in VNQI in Q3 2016 and held it in 10 quarters. The position peaked at $241K in Q4 2019. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,084 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $241K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Global ex-US Real Estate ETF position peaked at $241K in Q4 2019.
334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.