Heritage Wealth Management (Arizona)’s Vanguard Real Estate ETF VNQ Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$277K	Buy	3,310 +24	+0.7%	+$1.98K	0.15%	127
2024 Q1	$284K	Hold	3,286	–	–	0.14%	128
2023 Q4	$290K	Buy	+3,286	New	+$260K	0.16%	123
2022 Q4	$556K	Buy	6,743 +3,384	+101%	+$281K	0.08%	193
2022 Q3	$269K	Buy	3,359 +16	+0.5%	+$1.5K	0.09%	171
2022 Q2	$305K	Buy	3,343 +17	+0.5%	+$1.7K	0.1%	151
2022 Q1	$360K	Buy	+3,326	New	+$352K	0.1%	166
2021 Q3	$277K	Buy	2,720 +16	+0.6%	+$1.7K	0.1%	165
2021 Q2	$275K	Buy	2,704 +18	+0.7%	+$1.78K	0.1%	170
2021 Q1	$247K	Buy	+2,686	New	+$236K	0.14%	130

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

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

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

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

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VNQ Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Real Estate ETF (VNQ) stake by 0.73% in Q2 2024, buying an estimated $1.98K and bringing the position to 3,310 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #127.

Heritage Wealth Management (Arizona) first reported a position in VNQ in Q1 2021 and has held it in 10 quarters since. The position peaked at $556K in Q4 2022. 1,585 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Heritage Wealth Management (Arizona) held 3,310 shares of Vanguard Real Estate ETF worth $277K as of Q2 2024.
Heritage Wealth Management (Arizona) bought 24 Vanguard Real Estate ETF shares in Q2 2024, an estimated $1.98K.
Vanguard Real Estate ETF made up 0.15% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #127 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard Real Estate ETF position peaked at $556K in Q4 2022.
1,585 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.