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
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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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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 |
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