Vanguard REIT ETF shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $644k | 7.4k | 86.45 |
| 2023-12-31 | $657k | 49k | 13.48 |
| 2023-09-30 | $613k | 8.1k | 75.64 |
| 2023-06-30 | $664k | 7.9k | 83.52 |
| 2023-03-31 | $628k | 7.6k | 83.04 |
| 2022-09-30 | $903k | 11k | 80.11 |
| 2022-06-30 | $997k | 11k | 91.07 |
| 2022-03-31 | $1.1M | 10k | 108.34 |
| 2021-12-31 | $1.1M | 9.5k | 115.84 |
| 2021-09-30 | $815k | 8.0k | 101.74 |
| 2021-06-30 | $7.0M | 709k | 9.86 |
| 2021-03-31 | $123k | 1.4k | 86.86 |
| 2020-12-31 | $123k | 1.4k | 86.86 |
| 2020-09-30 | $118k | 1.5k | 78.77 |
| 2020-06-30 | $87k | 1.1k | 78.17 |
| 2020-03-31 | $88k | 1.3k | 70.18 |
| 2019-12-31 | $145k | 1.6k | 93.01 |
| 2019-09-30 | $117k | 1.3k | 93.23 |
| 2019-06-30 | $167k | 1.9k | 87.34 |
| 2019-03-31 | $107k | 1.2k | 86.29 |
| 2018-12-31 | $10M | 136k | 74.56 |