Vanguard REIT ETF shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $322k | 3.4k | 94.29 |
| 2024-06-30 | $276k | 3.3k | 82.99 |
| 2024-03-31 | $263k | 3.3k | 79.64 |
| 2023-12-31 | $288k | 3.3k | 86.35 |
| 2020-06-30 | $862k | 11k | 81.50 |
| 2019-12-31 | $208k | 2.1k | 97.29 |
| 2019-03-31 | $528 | 6.1k | 0.09 |
| 2018-12-31 | $421k | 5.0k | 83.93 |
| 2018-09-30 | $291k | 3.7k | 79.64 |
| 2018-06-30 | $444k | 5.5k | 81.36 |
| 2018-03-31 | $324k | 4.3k | 75.51 |
| 2017-12-31 | $396k | 4.8k | 83.05 |
More positions owned by Castle Rock Wealth Management
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