Vanguard REIT ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $889k | 10k | 89.08 |
| 2024-09-30 | $958k | 9.8k | 97.42 |
| 2024-06-30 | $799k | 9.5k | 83.76 |
| 2024-03-31 | $871k | 10k | 86.48 |
| 2023-12-31 | $896k | 10k | 88.36 |
| 2023-09-30 | $752k | 9.9k | 75.66 |
| 2023-06-30 | $874k | 11k | 83.56 |
| 2023-03-31 | $428k | 5.2k | 83.03 |
| 2022-12-31 | $365k | 4.4k | 82.48 |
| 2022-09-30 | $410k | 5.1k | 80.25 |
| 2022-06-30 | $484k | 5.3k | 91.17 |
| 2022-03-31 | $357k | 3.3k | 108.31 |
| 2021-12-31 | $394k | 3.4k | 115.95 |
More positions owned by Forum Financial Management
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