Vanguard REIT ETF shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 71k | 91.42 |
| 2025-06-30 | $6.2M | 69k | 89.06 |
| 2025-03-31 | $6.0M | 66k | 90.54 |
| 2024-12-31 | $5.9M | 66k | 89.08 |
| 2024-09-30 | $6.3M | 64k | 97.42 |
| 2024-06-30 | $5.3M | 64k | 83.76 |
| 2024-03-31 | $5.3M | 62k | 86.48 |
| 2023-12-31 | $1.0M | 12k | 88.36 |
| 2023-09-30 | $272k | 3.6k | 75.67 |
| 2023-06-30 | $248k | 3.0k | 83.55 |
| 2022-06-30 | $214k | 2.3k | 91.10 |
| 2022-03-31 | $521k | 4.8k | 108.47 |
| 2021-12-31 | $540k | 4.7k | 115.98 |
| 2021-09-30 | $349k | 3.4k | 101.72 |
| 2021-06-30 | $286k | 2.8k | 101.63 |
| 2021-03-31 | $249k | 2.7k | 91.95 |
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