WR Wealth Planners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

WR Wealth Planners’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
2024 Q4	$2.57K	Buy	65 +2	+3%	+$87	﹤0.01%	815
2024 Q3	$2.96K	Buy	63 +2	+3%	+$87	﹤0.01%	827
2024 Q2	$2.48K	Buy	61 +2	+3%	+$83	﹤0.01%	846
2024 Q1	$2.49K	Buy	+59	New	+$2.41K	﹤0.01%	837
2023 Q4	–	Sell	-58	Closed	-$2.26K	–	841
2023 Q3	$2.26K	Buy	+58	New	+$2.35K	﹤0.01%	763

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

WR Wealth Planners's VNQI Position: Q4 2024 in Review

WR Wealth Planners increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 3.2% in Q4 2024, buying an estimated $87 and bringing the position to 65 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

WR Wealth Planners first reported a position in VNQI in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.96K in Q3 2024. 347 funds tracked by Wall St. Rank hold VNQI as of Q4 2024.

WR Wealth Planners held 65 shares of Vanguard Global ex-US Real Estate ETF worth $2.57K as of Q4 2024.
WR Wealth Planners bought 2 Vanguard Global ex-US Real Estate ETF shares in Q4 2024, an estimated $87.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #815 holding.
WR Wealth Planners first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2023 and has held it in 5 quarters since.
WR Wealth Planners's Vanguard Global ex-US Real Estate ETF position peaked at $2.96K in Q3 2024.
347 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.