Vanguard REIT ETF shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 79k | 97.42 |
| 2024-06-30 | $6.4M | 77k | 83.76 |
| 2024-03-31 | $6.4M | 74k | 86.48 |
| 2023-12-31 | $6.4M | 72k | 88.36 |
| 2023-09-30 | $4.8M | 64k | 75.66 |
| 2023-06-30 | $5.2M | 62k | 83.56 |
| 2023-03-31 | $4.4M | 53k | 83.04 |
| 2022-12-31 | $4.2M | 51k | 82.48 |
| 2022-09-30 | $2.8M | 35k | 80.17 |
| 2022-06-30 | $3.2M | 35k | 91.11 |
| 2022-03-31 | $3.6M | 33k | 108.37 |
| 2021-12-31 | $3.9M | 33k | 116.01 |
| 2021-09-30 | $3.4M | 34k | 101.78 |
| 2021-06-30 | $3.3M | 32k | 101.80 |
| 2021-03-31 | $3.0M | 32k | 91.85 |
| 2020-12-31 | $2.6M | 31k | 84.92 |
| 2020-09-30 | $2.4M | 30k | 78.95 |
| 2020-06-30 | $2.3M | 29k | 78.53 |
| 2020-03-31 | $1.9M | 28k | 69.86 |
| 2019-12-31 | $2.6M | 28k | 92.77 |
| 2019-09-30 | $2.5M | 27k | 93.26 |
| 2019-06-30 | $2.4M | 27k | 87.40 |
| 2019-03-31 | $2.3M | 27k | 86.90 |
| 2018-12-31 | $2.0M | 27k | 74.58 |
| 2018-09-30 | $2.1M | 26k | 80.69 |
| 2018-06-30 | $2.1M | 26k | 81.46 |
| 2018-03-31 | $1.9M | 26k | 75.47 |
| 2017-12-31 | $2.1M | 26k | 82.99 |
| 2017-09-30 | $2.1M | 25k | 83.10 |
| 2017-06-30 | $2.1M | 25k | 83.22 |
| 2017-03-31 | $2.0M | 24k | 82.57 |
| 2016-12-31 | $1.9M | 24k | 82.52 |
More positions owned by Concentric Wealth Management
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