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

Brophy 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	$517K	Buy	+5,311	New	+$489K	0.19%	125

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

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

Brophy Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2024: 5,311 shares worth $517K. The stake represents 0.19% of the portfolio and ranks #125 among its holdings.

1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

Brophy Wealth Management held 5,311 shares of Vanguard Real Estate ETF worth $517K as of Q3 2024.
Vanguard Real Estate ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard Real Estate ETF made up 0.19% of Brophy Wealth Management's portfolio in Q3 2024, its #125 holding.
1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.