Vanguard REIT ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $258k | 2.9k | 88.37 |
| 2023-09-30 | $302k | 4.0k | 75.65 |
| 2023-06-30 | $333k | 4.0k | 83.55 |
| 2023-03-31 | $320k | 3.9k | 83.03 |
| 2022-12-31 | $345k | 4.2k | 82.47 |
| 2022-09-30 | $470k | 5.9k | 80.08 |
| 2022-06-30 | $741k | 8.1k | 91.13 |
| 2022-03-31 | $917k | 8.5k | 108.34 |
| 2021-12-31 | $1.0M | 8.7k | 116.05 |
| 2021-09-30 | $869k | 8.5k | 101.76 |
| 2021-06-30 | $890k | 8.7k | 101.75 |
| 2021-03-31 | $904k | 9.8k | 91.82 |
| 2020-12-31 | $1.5M | 18k | 84.90 |
| 2020-09-30 | $1.3M | 17k | 78.90 |
| 2020-06-30 | $1.4M | 18k | 78.47 |
| 2020-03-31 | $1.4M | 20k | 69.85 |
| 2019-12-31 | $1.9M | 21k | 92.77 |