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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Buy	36,107 +2,519	+7%	+$116K	0.41%	37
2026 Q1	$1.49M	Buy	33,588 +2,030	+6%	+$96.7K	0.43%	36
2025 Q4	$1.45M	Buy	31,558 +783	+3%	+$37K	0.42%	38
2025 Q3	$1.47M	Buy	30,775 +1,149	+4%	+$53.8K	0.44%	37
2025 Q2	$1.37M	Buy	29,626 +439	+2%	+$19K	0.43%	35
2025 Q1	$1.18M	Buy	29,187 +1,707	+6%	+$68.6K	0.4%	38
2024 Q4	$1.09M	Buy	27,480 +416	+2%	+$18K	0.38%	37
2024 Q3	$1.27M	Buy	27,064 +638	+2%	+$27.8K	0.44%	35
2024 Q2	$1.07M	Buy	26,426 +536	+2%	+$22.2K	0.38%	37
2024 Q1	$1.09M	Buy	25,890 +13,321	+106%	+$544K	0.39%	40
2023 Q4	$535K	Buy	12,569 +1,718	+16%	+$68.5K	0.22%	44
2023 Q3	$422K	Buy	10,851 +2,421	+29%	+$98.2K	0.19%	51
2023 Q2	$339K	Buy	+8,430	New	+$345K	0.15%	51
2022 Q1	–	Sell	-52,170	Closed	-$2.81M	–	85
2021 Q4	$2.81M	Sell	52,170 -2,737	-5%	-$154K	0.64%	25
2021 Q3	$3.09M	Hold	54,907	–	–	0.72%	23
2021 Q2	$3.18M	Buy	54,907 +400	+0.7%	+$23.3K	0.76%	22
2021 Q1	$3.04M	Hold	54,507	–	–	0.82%	19
2020 Q4	$2.96M	Buy	+54,507	New	+$2.81M	0.87%	18