Vanguard REIT ETF shares owned by Cypress Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Cypress Wealth Advisors
from 13F filings
Historical chart of Cypress Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Cypress Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-03-31 | $345k | 4.0k | 86.92 |
| 2018-12-31 | $296k | 4.0k | 74.58 |
| 2018-09-30 | $560k | 6.9k | 80.69 |
| 2018-06-30 | $826k | 10k | 81.48 |
| 2018-03-31 | $771k | 10k | 75.46 |
| 2017-12-31 | $1.4M | 17k | 83.01 |
| 2017-09-30 | $2.1M | 25k | 83.11 |
| 2017-06-30 | $2.5M | 30k | 83.23 |
| 2017-03-31 | $5.6M | 68k | 82.58 |
| 2016-12-31 | $5.6M | 68k | 82.53 |
| 2016-09-30 | $5.5M | 63k | 86.75 |
| 2016-06-30 | $4.4M | 50k | 88.68 |
| 2016-03-31 | $5.4M | 65k | 83.81 |
| 2015-12-31 | $3.9M | 49k | 79.72 |
| 2015-09-30 | $588k | 7.8k | 75.60 |
| 2015-06-30 | $581k | 7.8k | 74.70 |