Vanguard REIT ETF shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard REIT ETF by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 29k | 97.42 |
| 2024-06-30 | $2.4M | 28k | 83.76 |
| 2024-03-31 | $2.4M | 27k | 86.48 |
| 2023-09-30 | $2.1M | 27k | 75.66 |
| 2023-06-30 | $2.0M | 24k | 83.56 |
| 2023-03-31 | $2.0M | 24k | 83.04 |
| 2022-12-31 | $1.9M | 23k | 82.48 |
| 2022-09-30 | $2.0M | 25k | 80.16 |
| 2022-06-30 | $2.5M | 27k | 91.13 |
| 2022-03-31 | $4.0M | 37k | 108.37 |
| 2021-12-31 | $4.2M | 36k | 116.02 |
| 2021-09-30 | $3.3M | 32k | 101.77 |
| 2021-06-30 | $3.1M | 31k | 101.77 |
| 2021-03-31 | $3.0M | 30k | 98.06 |
| 2020-12-31 | $119k | 1.4k | 85.24 |