Vanguard REIT ETF shares owned by Ballast Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard REIT ETF by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $187k | 1.9k | 97.42 |
| 2024-06-30 | $174k | 2.1k | 83.76 |
| 2024-03-31 | $174k | 2.0k | 86.48 |
| 2023-12-31 | $168k | 1.9k | 88.36 |
| 2023-09-30 | $156k | 2.1k | 75.66 |
| 2023-06-30 | $164k | 2.0k | 83.56 |
| 2023-03-31 | $154k | 1.9k | 83.04 |
| 2022-12-31 | $146k | 1.8k | 82.48 |
| 2022-09-30 | $130k | 1.6k | 79.90 |
| 2022-06-30 | $126k | 1.4k | 91.11 |
| 2022-03-31 | $146k | 1.4k | 108.07 |
| 2021-12-31 | $93k | 804 | 115.67 |
| 2021-09-30 | $66k | 647 | 102.01 |
| 2021-06-30 | $58k | 569 | 101.93 |
| 2021-03-31 | $39k | 421 | 92.64 |
| 2020-12-31 | $33k | 385 | 85.71 |
| 2020-09-30 | $11k | 138 | 79.71 |
| 2020-06-30 | $9.0k | 119 | 75.63 |
| 2020-03-31 | $15k | 214 | 70.09 |
| 2019-12-31 | $22k | 236 | 93.22 |