Belmont Capital’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Belmont Capital’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 Q2	–	Sell	-312	Closed	-$13.1K	–	233
2024 Q1	$13.1K	Hold	312	–	–	﹤0.01%	156
2023 Q4	$13.3K	Hold	312	–	–	0.01%	135
2023 Q3	$12.1K	Hold	312	–	–	0.01%	135
2023 Q2	$12.5K	Hold	312	–	–	0.01%	130
2023 Q1	$12.7K	Hold	312	–	–	0.01%	86
2022 Q4	$13K	Hold	312	–	–	0.01%	86
2022 Q3	$12K	Hold	312	–	–	0.01%	76
2022 Q2	$14K	Hold	312	–	–	0.02%	45
2022 Q1	$16K	Hold	312	–	–	0.02%	45
2021 Q4	$17K	Hold	312	–	–	0.01%	44
2021 Q3	$18K	Hold	312	–	–	0.01%	46
2021 Q2	$18K	Buy	312 +35	+13%	+$2.04K	0.02%	43
2021 Q1	$15K	Hold	277	–	–	0.02%	44
2020 Q4	$15K	Buy	+277	New	+$14.3K	0.01%	47

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Belmont Capital's VNQI Position: Q2 2024 in Review

Belmont Capital sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2024, closing a stake of 312 shares — an estimated $13.1K sold.

Belmont Capital first reported a position in VNQI in Q4 2020 and held it in 14 quarters. The position peaked at $18K in Q3 2021. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2024.

Belmont Capital reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Belmont Capital sold 312 Vanguard Global ex-US Real Estate ETF shares in Q2 2024, an estimated $13.1K.
Belmont Capital first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and held it in 14 quarters.
Belmont Capital's Vanguard Global ex-US Real Estate ETF position peaked at $18K in Q3 2021.
341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2024.

Based on Belmont Capital's 13F filing for Q2 2024, filed 13 Aug 2024.