American Financial & Tax Strategies shifts investments, reducing VNQI and MGK, increasing VNQ.
American Financial & Tax Strategies Inc. has adjusted its investment portfolio by reducing its stake in the Vanguard Global ex-U.S. Real Estate ETF (VNQI) and the Vanguard Mega Cap Growth ETF (MGK). Conversely, the firm has increased its holdings in the Vanguard Real Estate ETF (VNQ). These changes reflect the firm's strategic reallocation within its investment strategy.
September 14, 2024
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