Vanguard REIT ETF shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 159k | 88.36 |
| 2023-09-30 | $13M | 172k | 75.65 |
| 2023-06-30 | $14M | 169k | 83.56 |
| 2023-03-31 | $11M | 134k | 82.48 |
| 2022-12-31 | $9.4M | 117k | 80.17 |
| 2022-09-30 | $9.4M | 117k | 80.17 |
| 2022-06-30 | $9.7M | 107k | 91.11 |
| 2022-03-31 | $11M | 98k | 108.37 |
| 2021-12-31 | $10M | 88k | 116.01 |
| 2021-09-30 | $8.5M | 83k | 101.78 |
| 2021-06-30 | $8.2M | 81k | 101.79 |
| 2021-03-31 | $5.4M | 59k | 91.86 |
| 2020-12-31 | $4.4M | 52k | 84.93 |
| 2020-09-30 | $3.5M | 44k | 78.95 |
| 2020-06-30 | $3.5M | 44k | 78.54 |
| 2020-03-31 | $3.1M | 44k | 69.86 |
| 2019-12-31 | $5.0M | 54k | 92.80 |
| 2019-09-30 | $4.9M | 53k | 93.24 |
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