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

WealthStone’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
Q1 		$515K Buy
9,252
+2,064
+29% +$113K 0.18% 88
2020
Q4 		$390K Hold
7,188
– – 0.14% 106
2020
Q3 		$349K Buy
7,188
+375
+6% +$18.2K 0.16% 90
2020
Q2 		$318K Hold
6,813
– – 0.15% 107
2020
Q1 		$292K Hold
6,813
– – 0.29% 22
2019
Q4 		$400K Buy
6,813
+1
+0% +$60 0.24% 27
2019
Q3 		$399K Buy
+6,812
New +$398K 0.21% 37
2019
Q2 		– Hold
0
– – – 99

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

WealthStone's VNQI Position: Q1 2021 in Review

WealthStone increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 29% in Q1 2021, buying an estimated $113K and bringing the position to 9,252 shares worth $515K. The position accounts for 0.18% of the portfolio, ranked #88.

WealthStone first reported a position in VNQI in Q3 2019 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold VNQI as of Q1 2021.

  • WealthStone held 9,252 shares of Vanguard Global ex-US Real Estate ETF worth $515K as of Q1 2021.
  • WealthStone bought 2,064 Vanguard Global ex-US Real Estate ETF shares in Q1 2021, an estimated $113K.
  • Vanguard Global ex-US Real Estate ETF made up 0.18% of WealthStone's portfolio in Q1 2021, its #88 holding.
  • WealthStone first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2019 and has held it in 7 quarters since.
  • 330 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.