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Impact Partnership Wealth’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Impact Partnership Wealth’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
-2
Closed -$84 – 667
2024
Q1 		$84 Buy
+2
New +$82 ﹤0.01% 673
2023
Q4 		– Sell
-5
Closed -$195 – 1089
2023
Q3 		$195 Hold
5
– – ﹤0.01% 960
2023
Q2 		$201 Buy
+5
New +$205 ﹤0.01% 882

Other funds holding VNQI

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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 $7.18B AUM 21.21% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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

Impact Partnership Wealth's VNQI Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2024, closing a stake of 2 shares — an estimated $84 sold.

Impact Partnership Wealth first reported a position in VNQI in Q2 2023 and held it in 3 quarters. The position peaked at $201 in Q2 2023. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 2 Vanguard Global ex-US Real Estate ETF shares in Q2 2024, an estimated $84.
  • Impact Partnership Wealth first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Vanguard Global ex-US Real Estate ETF position peaked at $201 in Q2 2023.
  • 341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.