TWP
VNQI icon

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

Triad 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
-503
Closed -$20.4K – 903
2024
Q2 		$20.4K Buy
+503
New +$20.8K 0.01% 341

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

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

Triad Wealth Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2024, closing a stake of 503 shares — an estimated $20.4K sold.

Triad Wealth Partners first reported a position in VNQI in Q2 2024 and held it in 1 quarter. The position peaked at $20.4K in Q2 2024. 352 funds tracked by Wall St. Rank hold VNQI as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 503 Vanguard Global ex-US Real Estate ETF shares in Q3 2024, an estimated $20.4K.
  • Triad Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $20.4K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.