Vanguard REIT ETF shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard REIT ETF by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $312k | 3.6k | 86.48 |
| 2023-12-31 | $516k | 5.8k | 88.36 |
| 2023-09-30 | $1.5M | 19k | 75.66 |
| 2023-06-30 | $769k | 9.2k | 83.56 |
| 2023-03-31 | $740k | 8.9k | 83.04 |
| 2022-12-31 | $681k | 8.3k | 82.48 |
| 2022-09-30 | $649k | 8.1k | 80.14 |
| 2022-06-30 | $701k | 7.7k | 90.99 |
| 2022-03-31 | $722k | 7.0k | 103.78 |
| 2021-12-31 | $771k | 6.7k | 115.89 |
| 2021-09-30 | $746k | 7.3k | 101.76 |
| 2021-06-30 | $725k | 7.1k | 101.75 |
| 2021-03-31 | $544k | 5.9k | 91.78 |
| 2020-12-31 | $377k | 4.4k | 84.81 |
| 2020-09-30 | $328k | 4.2k | 78.87 |
| 2020-06-30 | $308k | 3.9k | 78.51 |
| 2020-03-31 | $120k | 1.7k | 69.36 |
| 2019-12-31 | $235k | 2.5k | 92.41 |
| 2019-09-30 | $280k | 3.0k | 93.18 |
| 2019-06-30 | $285k | 3.2k | 87.94 |
| 2019-03-31 | $246k | 2.8k | 87.26 |
| 2018-12-31 | $248k | 3.3k | 74.36 |
| 2018-09-30 | $30k | 367 | 81.51 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors