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Gen-Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Gen-Wealth Partners’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
-620
Closed -$26.1K – 688
2024
Q1 		$26.1K Buy
+620
New +$25.3K 0.01% 412

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's VNQI Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2024, closing a stake of 620 shares — an estimated $26.1K sold.

Gen-Wealth Partners first reported a position in VNQI in Q1 2024 and held it in 1 quarter. The position peaked at $26.1K in Q1 2024. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 620 Vanguard Global ex-US Real Estate ETF shares in Q2 2024, an estimated $26.1K.
  • Gen-Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $26.1K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.