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Vanguard REIT ETF shares owned by Halpern Financial

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

Historical chart of Halpern Financial investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2k 74 84.05
2023-12-31 $33k 382 86.99
2023-03-31 $855k 10k 83.04
2022-12-31 $909k 11k 82.48
2022-09-30 $883k 11k 80.17
2022-06-30 $1.0M 11k 91.11
2022-03-31 $1.3M 12k 108.37
2021-09-30 $15k 146 101.78

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF