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Western Pacific Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Western Pacific Wealth Management’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
-124
Closed -$5.22K – 301
2024
Q1 		$5.22K Buy
+124
New +$5.06K ﹤0.01% 212

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UCFA
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BP
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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

Western Pacific Wealth Management's VNQI Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2024, closing a stake of 124 shares — an estimated $5.22K sold.

Western Pacific Wealth Management first reported a position in VNQI in Q1 2024 and held it in 1 quarter. The position peaked at $5.22K in Q1 2024. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 124 Vanguard Global ex-US Real Estate ETF shares in Q2 2024, an estimated $5.22K.
  • Western Pacific Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $5.22K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.