Winslow Evans & Crocker’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Winslow Evans & Crocker’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 Q4	$8K	Buy	+153	New	+$7.89K	﹤0.01%	1004
2020 Q1	–	Sell	-224	Closed	-$14K	–	1179
2019 Q4	$14K	Hold	224	–	–	﹤0.01%	755
2019 Q3	$14K	Sell	224 -134	-37%	-$7.83K	﹤0.01%	736
2019 Q2	$22K	Hold	358	–	–	0.01%	655
2019 Q1	$22K	Buy	+358	New	+$20.3K	0.01%	651
2018 Q1	–	Sell	-128	Closed	-$7.74K	–	1159
2017 Q4	$7.74K	Sell	128 -200	-61%	-$12K	﹤0.01%	853
2017 Q3	$19.5K	Sell	328 -93	-22%	-$5.43K	0.01%	671
2017 Q2	$23.7K	Buy	+421	New	+$23.4K	0.01%	716
2016 Q4	–	Sell	-120	Closed	-$6.69K	–	1319
2016 Q3	$6.69K	Sell	120 -28	-19%	-$1.56K	﹤0.01%	994
2016 Q2	$7.89K	Buy	148 +23	+18%	+$1.24K	﹤0.01%	936
2016 Q1	$6.69K	Buy	125 +99	+381%	+$4.91K	﹤0.01%	963
2015 Q4	$1.28K	Hold	26	–	–	﹤0.01%	1279
2015 Q3	$1.28K	Sell	26 -120	-82%	-$6.37K	﹤0.01%	1216
2015 Q2	$8.04K	Buy	+146	New	+$8.48K	﹤0.01%	981

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's VNQI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2020: 153 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in VNQI as recently as Q4 2019.

Winslow Evans & Crocker first reported a position in VNQI in Q2 2015 and has held it in 14 quarters since. The position peaked at $23.7K in Q2 2017. 351 funds tracked by Wall St. Rank hold VNQI as of Q4 2020.

Winslow Evans & Crocker held 153 shares of Vanguard Global ex-US Real Estate ETF worth $8K as of Q4 2020.
Vanguard Global ex-US Real Estate ETF was a new Winslow Evans & Crocker position in Q4 2020.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1004 holding.
Winslow Evans & Crocker first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2015 and has held it in 14 quarters since.
Winslow Evans & Crocker's Vanguard Global ex-US Real Estate ETF position peaked at $23.7K in Q2 2017.
351 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.