Vanguard REIT ETF shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Forza Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $355k | 3.6k | 97.42 |
2024-06-30 | $305k | 3.6k | 83.76 |
2024-03-31 | $315k | 3.6k | 86.48 |
2023-12-31 | $322k | 3.6k | 88.36 |
2023-09-30 | $333k | 4.4k | 75.66 |
2023-06-30 | $367k | 4.4k | 83.56 |
2023-03-31 | $365k | 4.4k | 83.04 |
2022-12-31 | $301k | 3.6k | 82.48 |