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Vanguard REIT ETF shares owned by Beaumont Financial Partners

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

Historical chart of Beaumont Financial Partners investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by Beaumont Financial Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.6M 20k 80.18
2022-06-30 $1.9M 20k 91.10
2022-03-31 $2.5M 24k 108.38
2021-12-31 $2.8M 24k 116.01
2021-09-30 $2.4M 24k 101.78
2021-06-30 $2.5M 25k 101.77
2021-03-31 $2.3M 25k 91.84
2020-12-31 $2.4M 28k 84.94
2020-09-30 $8.4M 107k 78.96
2020-06-30 $8.6M 110k 78.53
2020-03-31 $8.9M 127k 69.85
2019-12-31 $12M 130k 92.79
2019-09-30 $12M 129k 93.25
2019-06-30 $11M 126k 87.40
2019-03-31 $11M 123k 86.91
2018-12-31 $9.2M 123k 74.57
2018-09-30 $10M 130k 80.68
2018-06-30 $11M 132k 81.45
2018-03-31 $11M 144k 75.47
2017-12-31 $12M 148k 82.98
2017-09-30 $12M 149k 83.09
2017-06-30 $12M 147k 83.23
2017-03-31 $12M 148k 82.59
2016-12-31 $12M 147k 82.53
2016-09-30 $13M 147k 86.74
2016-06-30 $13M 149k 88.67
2016-03-31 $12M 137k 84.31
2015-12-31 $11M 141k 79.73
2015-09-30 $11M 141k 74.69
2015-06-30 $11M 141k 74.69
2015-03-31 $12M 146k 84.31
2014-12-31 $12M 144k 81.00
2014-09-30 $10M 142k 71.85
2014-06-30 $11M 143k 74.84
2014-03-31 $5.9M 84k 70.62

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding Vanguard REIT ETF

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

View all funds holding Vanguard REIT ETF