Vanguard REIT ETF shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 38k | 91.42 |
| 2025-06-30 | $3.4M | 38k | 89.06 |
| 2025-03-31 | $3.7M | 41k | 90.54 |
| 2024-12-31 | $3.5M | 40k | 87.99 |
| 2024-09-30 | $3.9M | 40k | 98.23 |
| 2024-06-30 | $3.4M | 40k | 84.79 |
| 2024-03-31 | $3.0M | 35k | 86.48 |
| 2023-12-31 | $2.9M | 33k | 88.36 |