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Vanguard REIT ETF shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 13k 81.30
2023-12-31 $1.2M 13k 88.36
2023-09-30 $820k 11k 75.66
2023-06-30 $889k 11k 83.56
2023-03-31 $848k 10k 83.04
2022-12-31 $810k 9.8k 82.48
2022-09-30 $722k 9.0k 80.20
2022-06-30 $831k 9.1k 91.08
2022-03-31 $979k 9.0k 108.42
2021-12-31 $752k 6.5k 115.94
2021-09-30 $629k 6.2k 101.76
2021-06-30 $616k 6.1k 101.78
2021-03-31 $510k 5.6k 91.79
2020-12-31 $392k 4.6k 84.83