Vanguard REIT ETF shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.5M | 98k | 86.48 |
| 2023-12-31 | $8.7M | 98k | 88.36 |
| 2023-09-30 | $2.4M | 32k | 75.66 |
| 2023-06-30 | $1.6M | 19k | 83.56 |
| 2023-03-31 | $1.5M | 18k | 83.04 |
| 2022-12-31 | $842k | 10k | 82.48 |
| 2022-09-30 | $581k | 7.3k | 80.13 |
| 2022-06-30 | $370k | 4.1k | 91.13 |
| 2022-03-31 | $494k | 4.6k | 108.38 |
| 2021-12-31 | $541k | 4.7k | 116.12 |
| 2021-09-30 | $569k | 5.6k | 101.73 |
| 2021-06-30 | $650k | 6.4k | 101.80 |
| 2021-03-31 | $9.8M | 47k | 206.69 |
| 2020-12-31 | $854k | 10k | 84.88 |
| 2020-09-30 | $1.1M | 15k | 78.99 |
| 2019-12-31 | $347k | 3.7k | 92.78 |
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