Vanguard REIT ETF shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 35k | 97.42 |
| 2024-06-30 | $2.7M | 33k | 83.76 |
| 2024-03-31 | $2.6M | 30k | 86.48 |
| 2023-12-31 | $4.2M | 48k | 88.36 |
| 2023-09-30 | $1.5M | 20k | 75.66 |
| 2023-06-30 | $1.6M | 20k | 83.56 |
| 2023-03-31 | $1.7M | 21k | 83.04 |
| 2022-12-31 | $3.3M | 41k | 82.48 |
| 2022-09-30 | $2.7M | 34k | 80.18 |
| 2022-06-30 | $3.9M | 43k | 91.10 |
| 2022-03-31 | $4.9M | 46k | 108.37 |
| 2021-12-31 | $6.1M | 52k | 116.01 |