Vanguard REIT ETF shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 373k | 91.42 |
| 2025-06-30 | $30M | 338k | 89.06 |
| 2025-03-31 | $29M | 317k | 90.54 |
| 2024-12-31 | $27M | 303k | 89.08 |
| 2024-09-30 | $28M | 289k | 97.42 |
| 2024-06-30 | $25M | 293k | 83.76 |
| 2024-03-31 | $22M | 257k | 86.48 |
| 2023-12-31 | $21M | 240k | 88.36 |
| 2023-09-30 | $17M | 221k | 75.66 |
| 2023-06-30 | $18M | 210k | 83.56 |
| 2023-03-31 | $16M | 189k | 83.04 |
| 2022-12-31 | $14M | 167k | 82.48 |
| 2022-09-30 | $12M | 152k | 80.17 |
| 2022-06-30 | $12M | 131k | 91.11 |
| 2022-03-31 | $14M | 128k | 108.37 |
| 2021-12-31 | $13M | 115k | 116.01 |
| 2021-09-30 | $11M | 108k | 101.78 |
| 2021-06-30 | $10M | 101k | 101.78 |
| 2021-03-31 | $8.9M | 97k | 91.87 |
| 2020-12-31 | $7.6M | 89k | 84.93 |