Vanguard REIT ETF shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 36k | 91.42 |
| 2025-06-30 | $3.1M | 35k | 89.06 |
| 2025-03-31 | $2.7M | 30k | 90.54 |
| 2024-12-31 | $2.6M | 29k | 89.08 |
| 2024-09-30 | $2.7M | 28k | 97.42 |
| 2024-06-30 | $2.2M | 26k | 83.76 |
| 2024-03-31 | $2.2M | 26k | 86.48 |
| 2023-12-31 | $2.3M | 26k | 88.36 |
| 2023-09-30 | $1.8M | 24k | 75.66 |
| 2023-06-30 | $2.0M | 24k | 83.56 |
| 2023-03-31 | $2.0M | 24k | 83.04 |
| 2022-12-31 | $2.0M | 24k | 82.48 |
| 2022-09-30 | $1.6M | 20k | 80.15 |
| 2022-06-30 | $1.7M | 19k | 91.09 |
| 2022-03-31 | $2.1M | 19k | 108.39 |
| 2021-12-31 | $2.2M | 19k | 115.99 |
| 2021-09-30 | $1.8M | 18k | 101.81 |
| 2021-06-30 | $1.8M | 18k | 101.81 |
| 2021-03-31 | $1.7M | 18k | 91.88 |
| 2020-12-31 | $1.5M | 18k | 84.95 |
| 2020-09-30 | $464k | 5.9k | 78.91 |
| 2020-06-30 | $461k | 5.9k | 78.49 |
| 2020-03-31 | $355k | 5.1k | 69.79 |
| 2019-12-31 | $455k | 4.9k | 92.71 |
| 2019-09-30 | $509k | 5.5k | 93.29 |
| 2019-06-30 | $507k | 5.8k | 87.37 |
| 2019-03-31 | $438k | 5.0k | 86.89 |
| 2018-12-31 | $419k | 5.0k | 84.10 |