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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Quarterly reported holdings in Vanguard REIT ETF by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Aurum Wealth Management Group
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