Vanguard REIT ETF shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $404k | 5.3k | 75.66 |
| 2023-06-30 | $448k | 5.4k | 83.57 |
| 2023-03-31 | $672k | 8.1k | 83.04 |
| 2022-12-31 | $671k | 8.1k | 82.48 |
| 2022-09-30 | $3.3M | 41k | 80.17 |
| 2022-06-30 | $574k | 6.3k | 91.11 |
| 2022-03-31 | $683k | 6.3k | 108.41 |
| 2021-12-31 | $758k | 6.5k | 116.03 |
| 2021-09-30 | $724k | 7.1k | 101.74 |
| 2021-06-30 | $762k | 7.5k | 101.80 |
| 2021-03-31 | $542k | 5.6k | 97.25 |
| 2020-12-31 | $473k | 5.6k | 84.87 |
| 2020-09-30 | $7.0k | 85 | 82.35 |
| 2020-06-30 | $7.0k | 85 | 82.35 |
| 2020-03-31 | $6.0k | 85 | 70.59 |
| 2019-12-31 | $8.0k | 85 | 94.12 |
| 2019-09-30 | $940k | 10k | 93.21 |
| 2019-06-30 | $881k | 10k | 87.36 |
| 2019-03-31 | $871k | 10k | 86.88 |
| 2018-12-31 | $746k | 10k | 74.60 |
| 2018-09-30 | $823k | 10k | 80.69 |
| 2018-06-30 | $815k | 10k | 81.50 |
| 2018-03-31 | $755k | 10k | 75.50 |
| 2017-12-31 | $875k | 11k | 82.99 |
| 2017-09-30 | $831k | 10k | 83.10 |
| 2017-06-30 | $870k | 11k | 83.25 |
| 2017-03-31 | $831k | 10k | 82.61 |
| 2016-12-31 | $1.9M | 22k | 82.54 |
| 2016-09-30 | $1.9M | 22k | 86.75 |
| 2016-06-30 | $1.6M | 18k | 88.65 |
| 2016-03-31 | $689k | 8.2k | 83.86 |
| 2015-12-31 | $661k | 8.3k | 79.77 |
| 2015-09-30 | $38k | 502 | 75.70 |
| 2015-06-30 | $73k | 984 | 74.19 |
| 2015-03-31 | $119k | 1.4k | 84.10 |