Vanguard REIT ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $228k | 2.6k | 86.49 |
| 2023-12-31 | $462k | 5.6k | 82.48 |
| 2023-09-30 | $249k | 3.3k | 75.66 |
| 2023-06-30 | $322k | 3.9k | 83.56 |
| 2023-03-31 | $459k | 5.5k | 83.04 |
| 2022-12-31 | $462k | 5.6k | 82.48 |
| 2022-09-30 | $494k | 6.2k | 80.17 |
| 2022-06-30 | $850k | 9.3k | 91.11 |
| 2022-03-31 | $1.7M | 16k | 108.37 |
| 2021-12-31 | $1.8M | 16k | 116.01 |
| 2021-09-30 | $1.6M | 16k | 101.78 |
| 2021-06-30 | $2.0M | 20k | 101.79 |
| 2021-03-31 | $1.9M | 21k | 91.86 |
| 2020-12-31 | $2.3M | 27k | 84.93 |
| 2020-09-30 | $21M | 271k | 78.96 |
| 2020-06-30 | $36M | 455k | 78.53 |
| 2020-03-31 | $33M | 468k | 69.85 |
| 2019-12-31 | $41M | 440k | 92.79 |
| 2019-09-30 | $41M | 443k | 93.25 |
| 2019-06-30 | $38M | 435k | 87.40 |
| 2019-03-31 | $38M | 433k | 86.91 |
More positions owned by Financial Synergies Wealth Advisors
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