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Aspire Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Aspire Capital Advisors’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
Q4 		– Sell
-2,498
Closed -$243K – 91
2024
Q3 		$243K Buy
+2,498
New +$230K 0.07% 68

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspire Capital Advisors's VNQ Position: Q4 2024 in Review

Aspire Capital Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,498 shares — an estimated $243K sold.

Aspire Capital Advisors first reported a position in VNQ in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Aspire Capital Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Capital Advisors sold 2,498 Vanguard Real Estate ETF shares in Q4 2024, an estimated $243K.
  • Aspire Capital Advisors first reported a position in Vanguard Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Aspire Capital Advisors's Vanguard Real Estate ETF position peaked at $243K in Q3 2024.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Aspire Capital Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.