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SIMA Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

SIMA Wealth Partners’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-219
Closed -$18.3K – 170
2024
Q2 		$18.3K Buy
+219
New +$18.1K 0.02% 113

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Empower Advisory Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

SIMA Wealth Partners's VNQ Position: Q3 2024 in Review

SIMA Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 219 shares — an estimated $18.3K sold.

SIMA Wealth Partners first reported a position in VNQ in Q2 2024 and held it in 1 quarter. The position peaked at $18.3K in Q2 2024. 1,662 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • SIMA Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • SIMA Wealth Partners sold 219 Vanguard Real Estate ETF shares in Q3 2024, an estimated $18.3K.
  • SIMA Wealth Partners first reported a position in Vanguard Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • SIMA Wealth Partners's Vanguard Real Estate ETF position peaked at $18.3K in Q2 2024.
  • 1,662 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.