Vanguard REIT ETF shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 55k | 89.71 |
| 2025-06-30 | $4.9M | 55k | 89.14 |
| 2025-03-31 | $5.4M | 60k | 90.54 |
| 2024-12-31 | $5.4M | 61k | 88.60 |
| 2024-09-30 | $11M | 112k | 96.29 |
| 2024-06-30 | $12M | 274k | 44.16 |
| 2024-03-31 | $11M | 259k | 42.11 |
| 2023-12-31 | $7.4M | 84k | 88.36 |