Vanguard REIT ETF shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Delap Wealth Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $278k | 3.1k | 88.36 |
2023-09-30 | $234k | 3.1k | 75.67 |
2023-06-30 | $252k | 3.0k | 83.57 |
2023-03-31 | $200k | 2.4k | 83.05 |
2022-12-31 | $438k | 5.3k | 82.49 |