Vanguard REIT ETF shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.1M | 80k | 88.36 |
| 2023-09-30 | $6.8M | 89k | 76.39 |
| 2023-06-30 | $7.2M | 85k | 84.48 |
| 2023-03-31 | $7.6M | 92k | 83.04 |
| 2022-12-31 | $7.1M | 86k | 82.48 |
| 2022-09-30 | $7.2M | 90k | 80.17 |
| 2022-06-30 | $8.1M | 89k | 91.11 |
| 2022-03-31 | $9.9M | 91k | 108.37 |
| 2021-12-31 | $11M | 92k | 116.01 |
| 2021-09-30 | $9.2M | 91k | 101.78 |
| 2021-06-30 | $8.8M | 87k | 101.79 |
| 2021-03-31 | $7.8M | 85k | 91.86 |
| 2020-12-31 | $6.6M | 78k | 84.93 |
| 2020-09-30 | $5.4M | 69k | 78.96 |
| 2020-06-30 | $4.8M | 61k | 78.53 |
| 2020-03-31 | $4.1M | 59k | 69.85 |
| 2019-12-31 | $3.5M | 37k | 92.80 |
| 2019-09-30 | $864k | 9.3k | 93.26 |