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Vanguard REIT ETF shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 54k 97.42
2024-06-30 $4.0M 47k 83.76
2024-03-31 $3.6M 42k 86.48
2023-12-31 $3.3M 37k 88.36
2023-09-30 $2.3M 31k 75.66
2023-06-30 $2.5M 30k 83.56
2023-03-31 $2.1M 25k 83.04
2022-12-31 $2.1M 26k 82.48
2022-09-30 $1.7M 21k 80.17
2022-06-30 $1.6M 18k 91.14
2022-03-31 $1.7M 16k 108.39
2021-12-31 $1.7M 15k 115.99
2021-09-30 $1.2M 12k 101.76
2021-06-30 $1.2M 12k 101.79
2021-03-31 $1.3M 14k 91.85
2020-12-31 $1.4M 16k 84.91
2020-09-30 $1.3M 17k 78.94
2020-06-30 $1.4M 18k 78.52
2020-03-31 $457k 6.5k 69.82
2019-12-31 $563k 6.1k 92.80