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Vanguard REIT ETF shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.7M 89k 75.66
2023-06-30 $7.6M 91k 83.56
2023-03-31 $1.6M 19k 83.04
2022-12-31 $1.4M 17k 82.48
2022-09-30 $837k 10k 80.20
2022-06-30 $946k 10k 91.11
2022-03-31 $944k 8.7k 108.39
2021-12-31 $549k 4.7k 116.02
2021-06-30 $590k 5.8k 101.83
2021-03-31 $458k 5.0k 91.86
2020-12-31 $439k 5.2k 85.01
2020-09-30 $484k 6.1k 78.92
2020-06-30 $467k 5.9k 78.57
2020-03-31 $383k 5.5k 69.85
2019-12-31 $470k 5.1k 92.78
2019-09-30 $331k 3.6k 93.21
2019-06-30 $214k 2.5k 87.35
2019-03-31 $213k 2.5k 86.94
2013-03-31 $75k 993 75.53