Vanguard REIT ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $34M | 378k | 89.06 |
| 2025-03-31 | $5.2M | 57k | 90.57 |
| 2024-12-31 | $6.8M | 76k | 89.08 |
| 2024-09-30 | $5.8M | 60k | 97.42 |
| 2024-03-31 | $642k | 7.4k | 86.49 |
| 2023-12-31 | $1.2M | 14k | 88.37 |
| 2023-09-30 | $643k | 8.5k | 75.67 |
| 2023-06-30 | $435k | 5.2k | 83.56 |
| 2023-03-31 | $1.6M | 19k | 83.04 |
| 2022-12-31 | $565k | 6.9k | 82.49 |
| 2022-09-30 | $574k | 7.2k | 80.06 |
| 2022-06-30 | $628k | 6.9k | 91.15 |
| 2022-03-31 | $876k | 8.1k | 108.28 |
| 2021-12-31 | $1.9M | 16k | 116.03 |
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