Aspire Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Aspire Wealth Management’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	$10.4K	Buy	106 +1	+1%	+$92	0.01%	170
2024 Q2	$8.8K	Hold	105	–	–	0.01%	158
2024 Q1	$9.09K	Buy	105 +1	+1%	+$85	0.01%	164
2023 Q4	$9.21K	Buy	104 +2	+2%	+$159	0.01%	157
2023 Q3	$7.71K	Buy	102 +1	+1%	+$82	0.01%	158
2023 Q2	$8.43K	Hold	101	–	–	0.01%	164
2023 Q1	$8.37K	Buy	101 +1	+1%	+$86	0.01%	161
2022 Q4	$8.24K	Buy	100 +1	+1%	+$83	0.01%	158
2022 Q3	$8K	Buy	99 +2	+2%	+$187	0.01%	145
2022 Q2	$9K	Hold	97	–	–	0.01%	149
2022 Q1	$10K	Buy	97 +1	+1%	+$106	0.01%	149
2021 Q4	$11K	Buy	+96	New	+$10.5K	0.01%	150

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Aspire Wealth Management's VNQ Position: Q3 2024 in Review

Aspire Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.95% in Q3 2024, buying an estimated $92 and bringing the position to 106 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #170.

Aspire Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 12 quarters since. The position peaked at $11K in Q4 2021. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

Aspire Wealth Management held 106 shares of Vanguard Real Estate ETF worth $10.4K as of Q3 2024.
Aspire Wealth Management bought 1 Vanguard Real Estate ETF share in Q3 2024, an estimated $92.
Vanguard Real Estate ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #170 holding.
Aspire Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Vanguard Real Estate ETF position peaked at $11K in Q4 2021.
1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.