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

SIMA 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
Q3 		– Sell
-313
Closed -$12.7K – 171
2024
Q2 		$12.7K Buy
+313
New +$12.9K 0.01% 122

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UCFA
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BP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SIMA Wealth Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2024, closing a stake of 313 shares — an estimated $12.7K sold.

SIMA Wealth Partners first reported a position in VNQI in Q2 2024 and held it in 1 quarter. The position peaked at $12.7K in Q2 2024. 352 funds tracked by Wall St. Rank hold VNQI as of Q3 2024.

  • SIMA Wealth Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • SIMA Wealth Partners sold 313 Vanguard Global ex-US Real Estate ETF shares in Q3 2024, an estimated $12.7K.
  • SIMA Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • SIMA Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $12.7K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2024.

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