White Lighthouse Investment Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

White Lighthouse Investment Management’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	-4,700	Closed	-$278K	–	129
2019 Q4	$278K	Hold	4,700	–	–	0.1%	115
2019 Q3	$275K	Buy	4,700 +907	+24%	+$53K	0.11%	113
2019 Q2	$224K	Hold	3,793	–	–	0.09%	120
2019 Q1	$226K	Buy	+3,793	New	+$215K	0.1%	111
2018 Q4	–	Sell	-3,793	Closed	-$213K	–	122
2018 Q3	$213K	Hold	3,793	–	–	0.11%	112
2018 Q2	$220K	Hold	3,793	–	–	0.12%	105
2018 Q1	$231K	Hold	3,793	–	–	0.13%	106
2017 Q4	$229K	Buy	+3,793	New	+$228K	0.13%	113

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

White Lighthouse Investment Management's VNQI Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 4,700 shares — an estimated $278K sold.

White Lighthouse Investment Management first reported a position in VNQI in Q4 2017 and held it in 8 quarters. The position peaked at $278K in Q4 2019. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

White Lighthouse Investment Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 4,700 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $278K.
White Lighthouse Investment Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 8 quarters.
White Lighthouse Investment Management's Vanguard Global ex-US Real Estate ETF position peaked at $278K in Q4 2019.
334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.