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Vanguard REIT ETF shares owned by Beaumont Financial Partners

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

Historical chart of Beaumont Financial Partners investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.6M 20k 80.18
2022-06-30 $1.9M 20k 91.10
2022-03-31 $2.5M 24k 108.38
2021-12-31 $2.8M 24k 116.01
2021-09-30 $2.4M 24k 101.78
2021-06-30 $2.5M 25k 101.77
2021-03-31 $2.3M 25k 91.84
2020-12-31 $2.4M 28k 84.94
2020-09-30 $8.4M 107k 78.96
2020-06-30 $8.6M 110k 78.53
2020-03-31 $8.9M 127k 69.85
2019-12-31 $12M 130k 92.79
2019-09-30 $12M 129k 93.25
2019-06-30 $11M 126k 87.40
2019-03-31 $11M 123k 86.91
2018-12-31 $9.2M 123k 74.57
2018-09-30 $10M 130k 80.68
2018-06-30 $11M 132k 81.45
2018-03-31 $11M 144k 75.47
2017-12-31 $12M 148k 82.98
2017-09-30 $12M 149k 83.09
2017-06-30 $12M 147k 83.23
2017-03-31 $12M 148k 82.59
2016-12-31 $12M 147k 82.53
2016-09-30 $13M 147k 86.74
2016-06-30 $13M 149k 88.67
2016-03-31 $12M 137k 84.31
2015-12-31 $11M 141k 79.73
2015-09-30 $11M 141k 74.69
2015-06-30 $11M 141k 74.69
2015-03-31 $12M 146k 84.31
2014-12-31 $12M 144k 81.00
2014-09-30 $10M 142k 71.85
2014-06-30 $11M 143k 74.84
2014-03-31 $5.9M 84k 70.62

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

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View all funds holding Vanguard REIT ETF