Vanguard REIT ETF shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 44k | 86.48 |
| 2023-12-31 | $3.8M | 44k | 88.36 |
| 2023-09-30 | $2.9M | 38k | 75.67 |
| 2023-06-30 | $3.1M | 37k | 83.56 |
| 2023-03-31 | $3.1M | 37k | 83.04 |
| 2022-12-31 | $2.9M | 35k | 82.48 |
| 2022-09-30 | $2.6M | 32k | 80.17 |
| 2022-06-30 | $2.8M | 31k | 91.12 |
| 2022-03-31 | $3.3M | 31k | 108.14 |
| 2021-12-31 | $3.6M | 31k | 116.08 |
| 2021-09-30 | $3.1M | 31k | 102.01 |
| 2021-06-30 | $4.7M | 46k | 101.79 |
| 2021-03-31 | $4.5M | 49k | 91.85 |
| 2020-12-31 | $6.1M | 71k | 85.06 |
| 2020-09-30 | $7.3M | 93k | 78.96 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners