Vanguard REIT ETF shares owned by Convergent Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Convergent Wealth Advisors
from 13F filings
Historical chart of Convergent Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Convergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-09-30 | $3.7M | 48k | 75.55 |
| 2015-06-30 | $4.0M | 53k | 74.70 |
| 2015-03-31 | $4.9M | 58k | 84.31 |
| 2014-12-31 | $6.0M | 74k | 81.00 |
| 2014-09-30 | $5.5M | 77k | 71.85 |
| 2014-06-30 | $5.9M | 79k | 74.84 |
| 2014-03-31 | $5.4M | 76k | 70.61 |
| 2013-12-31 | $6.0M | 93k | 64.56 |
| 2013-09-30 | $4.2M | 64k | 66.14 |
| 2013-06-30 | $6.7M | 98k | 68.72 |
| 2013-03-31 | $7.0M | 99k | 70.53 |
| 2012-12-31 | $7.4M | 112k | 65.80 |
| 2012-09-30 | $12M | 184k | 64.97 |
| 2012-06-30 | $12M | 183k | 65.43 |
| 2012-03-31 | $10M | 158k | 63.65 |
| 2011-12-31 | $8.3M | 143k | 58.00 |
| 2011-09-30 | $6.5M | 127k | 50.87 |
| 2011-06-30 | $7.6M | 127k | 60.10 |
| 2011-03-31 | $7.3M | 125k | 58.47 |
| 2010-12-31 | $357k | 6.5k | 55.35 |
More positions owned by Convergent Wealth Advisors
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