Vanguard REIT ETF shares owned by GeoWealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 3.2k | 91.45 |
| 2025-06-30 | $498k | 5.6k | 89.06 |
| 2025-03-31 | $877k | 9.7k | 90.54 |
| 2024-12-31 | $37k | 411 | 89.02 |
| 2024-09-30 | $33k | 339 | 97.48 |
| 2024-06-30 | $31k | 370 | 83.80 |
| 2024-03-31 | $106k | 1.2k | 86.49 |
| 2023-03-31 | $37k | 447 | 82.77 |
| 2022-12-31 | $73k | 877 | 83.11 |
| 2022-09-30 | $143k | 1.8k | 80.79 |
| 2022-06-30 | $2.6M | 29k | 91.15 |
| 2022-03-31 | $3.9M | 36k | 108.36 |
| 2021-12-31 | $3.7M | 32k | 116.02 |
| 2021-09-30 | $672k | 6.6k | 101.62 |
| 2021-06-30 | $1.5M | 15k | 101.81 |
| 2020-09-30 | $5.6M | 71k | 79.14 |
| 2019-09-30 | $11M | 121k | 93.25 |