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

Wealthstreet Investment 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
2021 Q2	–	Sell	-24,531	Closed	-$1.37M	–	319
2021 Q1	$1.37M	Hold	24,531	–	–	0.13%	144
2020 Q4	$1.33M	Buy	24,531 +6,500	+36%	+$335K	0.13%	143
2020 Q3	$876K	Buy	18,031 +4,000	+29%	+$194K	0.1%	162
2020 Q2	$655K	Buy	14,031 +600	+4%	+$27.1K	0.08%	179
2020 Q1	$576K	Sell	13,431 -148	-1%	-$7.97K	0.09%	169
2019 Q4	$802K	Hold	13,579	–	–	0.09%	174
2019 Q3	$823K	Hold	13,579	–	–	0.11%	162
2019 Q2	$801K	Hold	13,579	–	–	0.1%	165
2019 Q1	$809K	Buy	13,579 +1,200	+10%	+$68K	0.11%	163
2018 Q4	$695K	Sell	12,379 -152	-1%	-$8.2K	0.1%	178
2018 Q3	$704K	Hold	12,531	–	–	0.09%	203
2018 Q2	$728K	Hold	12,531	–	–	0.1%	187
2018 Q1	$763K	Hold	12,531	–	–	0.1%	183
2017 Q4	$758K	Buy	+12,531	New	+$753K	0.09%	186

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

UCFA

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealthstreet Investment Advisors's VNQI Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2021, closing a stake of 24,531 shares — an estimated $1.37M sold.

Wealthstreet Investment Advisors first reported a position in VNQI in Q4 2017 and held it in 14 quarters. The position peaked at $1.37M in Q1 2021. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 24,531 Vanguard Global ex-US Real Estate ETF shares in Q2 2021, an estimated $1.37M.
Wealthstreet Investment Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $1.37M in Q1 2021.
341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.