Aspiriant LLC’s VanEck Pharmaceutical ETF PPH Stock Holding History

Aspiriant LLC’s Portfolio PPH Stock Details PPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,000	Closed	-$549K	–	304
2024 Q2	$549K	Hold	6,000	–	–	0.02%	188
2024 Q1	$544K	Buy	6,000 +320	+6%	+$28K	0.02%	190
2023 Q4	$462K	Hold	5,680	–	–	0.02%	198
2023 Q3	$454K	Buy	+5,680	New	+$458K	0.02%	188
2016 Q4	–	Sell	-29,495	Closed	-$1.7M	–	187
2016 Q3	$1.7M	Sell	29,495 -27,952	-49%	-$1.68M	0.17%	78
2016 Q2	$4.06M	Sell	57,447 -3,105	-5%	-$181K	0.38%	42
2016 Q1	$3.48M	Buy	+60,552	New	+$3.58M	0.33%	46

Other funds holding PPH

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Aspiriant LLC's PPH Position: Q3 2024 in Review

Aspiriant LLC sold out of VanEck Pharmaceutical ETF (PPH) in Q3 2024, closing a stake of 6,000 shares — an estimated $549K sold.

Aspiriant LLC first reported a position in PPH in Q1 2016 and held it in 7 quarters. The position peaked at $4.06M in Q2 2016. 142 funds tracked by Wall St. Rank hold PPH as of Q3 2024.

Aspiriant LLC reported no remaining VanEck Pharmaceutical ETF position as of Q3 2024 after selling out during the quarter.
Aspiriant LLC sold 6,000 VanEck Pharmaceutical ETF shares in Q3 2024, an estimated $549K.
Aspiriant LLC first reported a position in VanEck Pharmaceutical ETF in Q1 2016 and held it in 7 quarters.
Aspiriant LLC's VanEck Pharmaceutical ETF position peaked at $4.06M in Q2 2016.
142 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q3 2024.

Based on Aspiriant LLC's 13F filing for Q3 2024, filed 17 Oct 2024.