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

Wealthstream Advisors’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
2022
Q3 		– Sell
-4,594
Closed -$203K – 74
2022
Q2 		$203K Hold
4,594
– – 0.21% 66
2022
Q1 		$239K Hold
4,594
– – 0.21% 60
2021
Q4 		$248K Buy
+4,594
New +$259K 0.21% 59

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Wealthstream Advisors's VNQI Position: Q3 2022 in Review

Wealthstream Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2022, closing a stake of 4,594 shares — an estimated $203K sold.

Wealthstream Advisors first reported a position in VNQI in Q4 2021 and held it in 3 quarters. The position peaked at $248K in Q4 2021. 337 funds tracked by Wall St. Rank hold VNQI as of Q3 2022.

  • Wealthstream Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Wealthstream Advisors sold 4,594 Vanguard Global ex-US Real Estate ETF shares in Q3 2022, an estimated $203K.
  • Wealthstream Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and held it in 3 quarters.
  • Wealthstream Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $248K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2022.

Based on Wealthstream Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.