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Vanguard REIT ETF shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 17k 97.42
2024-06-30 $1.4M 17k 83.76
2024-03-31 $1.6M 18k 86.48
2023-12-31 $1.6M 18k 88.36
2023-09-30 $1.4M 18k 75.66
2023-06-30 $1.6M 19k 83.56
2023-03-31 $1.6M 20k 83.04
2022-12-31 $1.6M 20k 82.48

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Jpmorgan Active Growth Etf Etf (JGRO)
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Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
Wells Fargo & Company
State of New Jersey Common Pension Fund D
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF