Vanguard REIT ETF shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $1.3M | 16k | 84.90 |
| 2020-09-30 | $1.4M | 18k | 78.96 |
| 2020-06-30 | $1.5M | 19k | 78.53 |
| 2020-03-31 | $3.0M | 43k | 69.86 |
| 2019-12-31 | $3.9M | 42k | 92.78 |
| 2019-09-30 | $3.8M | 41k | 93.26 |
| 2019-06-30 | $3.5M | 40k | 87.39 |
| 2019-03-31 | $3.4M | 40k | 86.91 |
| 2018-12-31 | $2.4M | 32k | 74.58 |
| 2018-09-30 | $2.7M | 34k | 80.67 |
| 2018-06-30 | $2.7M | 33k | 81.44 |
| 2018-03-31 | $3.2M | 39k | 83.08 |
| 2017-12-31 | $3.0M | 36k | 82.99 |
| 2017-09-30 | $3.2M | 39k | 83.08 |
| 2017-06-30 | $3.3M | 40k | 83.23 |
| 2017-03-31 | $3.3M | 40k | 82.58 |
| 2016-12-31 | $1.9M | 23k | 82.54 |
| 2016-09-30 | $881k | 10k | 86.75 |
| 2016-06-30 | $1.0M | 12k | 88.70 |
| 2016-03-31 | $556k | 6.6k | 83.76 |
| 2015-12-31 | $699k | 8.8k | 79.73 |
| 2015-09-30 | $703k | 9.3k | 75.49 |
| 2015-06-30 | $696k | 9.3k | 74.74 |
| 2015-03-31 | $834k | 9.9k | 84.27 |
| 2014-12-31 | $616k | 7.6k | 81.05 |
| 2014-09-30 | $538k | 7.5k | 71.82 |
| 2014-06-30 | $542k | 7.2k | 74.83 |
| 2014-03-31 | $247k | 3.5k | 70.55 |
| 2013-12-31 | $268k | 4.2k | 64.49 |
More positions owned by SVA Plumb Wealth Management
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