Vanguard REIT ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $593k | 6.7k | 88.36 |
2023-09-30 | $508k | 6.7k | 75.66 |
2023-06-30 | $561k | 6.7k | 83.56 |
2023-03-31 | $557k | 6.7k | 83.04 |
2022-12-31 | $564k | 6.8k | 82.48 |
2022-09-30 | $538k | 6.7k | 80.19 |
2022-06-30 | $611k | 6.7k | 91.07 |
2022-03-31 | $819k | 7.6k | 108.39 |
2021-12-31 | $877k | 7.6k | 116.01 |
2021-09-30 | $683k | 6.7k | 101.78 |
2021-06-30 | $720k | 7.1k | 101.79 |
2021-03-31 | $616k | 6.7k | 91.86 |
2020-12-31 | $570k | 6.7k | 84.96 |
2020-09-30 | $530k | 6.7k | 78.96 |
2020-06-30 | $526k | 96 | 5479.17 |
2020-03-31 | $469k | 6.7k | 69.85 |
2019-12-31 | $623k | 6.7k | 92.79 |
2019-09-30 | $625k | 6.7k | 93.16 |