Your Advocates Ltd’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Your Advocates Ltd’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
2023 Q4	–	Sell	-7	Closed	-$273	–	289
2023 Q3	$273	Sell	7 -143	-95%	-$5.8K	﹤0.01%	261
2023 Q2	$6.03K	Hold	150	–	–	﹤0.01%	162
2023 Q1	$6.09K	Hold	150	–	–	﹤0.01%	121
2022 Q4	$6.2K	Hold	150	–	–	﹤0.01%	107
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	108
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	107
2022 Q1	$8K	Hold	150	–	–	﹤0.01%	112
2021 Q4	$8K	Hold	150	–	–	﹤0.01%	100
2021 Q3	$8K	Hold	150	–	–	0.01%	101
2021 Q2	$9K	Hold	150	–	–	0.01%	92
2021 Q1	$8K	Hold	150	–	–	0.01%	95
2020 Q4	$8K	Sell	150 -89	-37%	-$4.59K	0.01%	94
2020 Q3	$7K	Buy	239 +89	+59%	+$4.33K	0.01%	95
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	94
2020 Q1	$6K	Buy	+150	New	+$8.08K	0.01%	83

Other funds holding VNQI

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $7.18B AUM 21.21% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Your Advocates Ltd's VNQI Position: Q4 2023 in Review

Your Advocates Ltd sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2023, closing a stake of 7 shares — an estimated $273 sold.

Your Advocates Ltd first reported a position in VNQI in Q1 2020 and held it in 15 quarters. The position peaked at $9K in Q2 2021. 376 funds tracked by Wall St. Rank hold VNQI as of Q4 2023.

Your Advocates Ltd reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 7 Vanguard Global ex-US Real Estate ETF shares in Q4 2023, an estimated $273.
Your Advocates Ltd first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2020 and held it in 15 quarters.
Your Advocates Ltd's Vanguard Global ex-US Real Estate ETF position peaked at $9K in Q2 2021.
376 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.