Vanguard REIT ETF shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 67k | 91.42 |
| 2025-06-30 | $5.7M | 64k | 89.06 |
| 2025-03-31 | $5.4M | 59k | 90.54 |
| 2024-12-31 | $5.0M | 56k | 89.08 |
| 2024-09-30 | $5.3M | 55k | 97.42 |
| 2024-06-30 | $4.5M | 54k | 83.76 |
| 2024-03-31 | $4.1M | 48k | 86.48 |
| 2023-12-31 | $3.7M | 42k | 88.36 |
| 2023-09-30 | $2.5M | 33k | 75.66 |
| 2023-06-30 | $3.4M | 41k | 83.56 |
| 2023-03-31 | $3.2M | 39k | 83.04 |
| 2022-12-31 | $2.6M | 32k | 82.48 |
| 2022-09-30 | $2.1M | 26k | 80.15 |
| 2022-06-30 | $2.8M | 31k | 91.13 |
| 2022-03-31 | $3.3M | 30k | 108.39 |
| 2021-12-31 | $4.0M | 35k | 116.00 |