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

Endurance 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
2023 Q2	$7K	Hold	78	–	–	﹤0.01%	531
2023 Q1	$6K	Hold	78	–	–	﹤0.01%	545
2022 Q4	$6K	Buy	78 +68	+680%	+$5.64K	﹤0.01%	524
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	608
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	618
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	636
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	621
2021 Q3	$1K	Buy	+10	New	+$1.06K	﹤0.01%	628
2018 Q2	–	Sell	-215	Closed	-$16K	–	516
2018 Q1	$16K	Sell	215 -102	-32%	-$7.81K	﹤0.01%	386
2017 Q4	$26K	Sell	317 -200	-39%	-$16.8K	﹤0.01%	326
2017 Q3	$43K	Hold	517	–	–	0.01%	284
2017 Q2	$43K	Hold	517	–	–	0.01%	290
2017 Q1	$43K	Hold	517	–	–	0.01%	286
2016 Q4	$43K	Hold	517	–	–	0.01%	282
2016 Q3	$43K	Hold	517	–	–	0.01%	280
2016 Q2	$46K	Hold	517	–	–	0.01%	268
2016 Q1	$43K	Buy	517 +302	+140%	+$23.5K	0.01%	275
2015 Q4	$17K	Hold	215	–	–	﹤0.01%	358
2015 Q3	$17K	Hold	215	–	–	﹤0.01%	354
2015 Q2	$16K	Buy	+215	New	+$17.2K	﹤0.01%	374

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Endurance Wealth Management's VNQ Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2023 at 78 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Endurance Wealth Management first reported a position in VNQ in Q2 2015 and has held it in 20 quarters since. The position peaked at $46K in Q2 2016. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Endurance Wealth Management held 78 shares of Vanguard Real Estate ETF worth $7K as of Q2 2023.
Endurance Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2023.
Vanguard Real Estate ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #531 holding.
Endurance Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2015 and has held it in 20 quarters since.
Endurance Wealth Management's Vanguard Real Estate ETF position peaked at $46K in Q2 2016.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.