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

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

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers

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

Northwestern Mutual Wealth Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return