Vanguard REIT ETF shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 18k | 86.48 |
| 2023-12-31 | $1.6M | 18k | 88.36 |
| 2023-09-30 | $1.3M | 18k | 75.66 |
| 2023-06-30 | $1.5M | 18k | 83.56 |
| 2023-03-31 | $1.5M | 18k | 83.04 |
| 2022-12-31 | $1.4M | 17k | 82.48 |
| 2022-09-30 | $1.4M | 18k | 80.15 |
| 2022-06-30 | $1.7M | 18k | 91.12 |
| 2022-03-31 | $2.0M | 19k | 108.36 |
| 2021-12-31 | $2.2M | 19k | 116.00 |
| 2021-09-30 | $1.9M | 19k | 101.79 |
| 2021-06-30 | $2.0M | 20k | 101.78 |
| 2021-03-31 | $1.8M | 19k | 91.87 |
| 2020-12-31 | $1.6M | 19k | 84.90 |
| 2020-09-30 | $1.5M | 20k | 78.94 |
| 2020-06-30 | $1.5M | 19k | 78.51 |
| 2020-03-31 | $1.0M | 15k | 69.82 |
| 2019-12-31 | $1.0M | 11k | 92.83 |
| 2019-09-30 | $1.0M | 11k | 93.21 |
| 2019-06-30 | $933k | 11k | 87.37 |
| 2019-03-31 | $986k | 11k | 86.91 |
| 2018-12-31 | $818k | 11k | 74.59 |
| 2018-09-30 | $880k | 11k | 80.70 |
| 2018-06-30 | $888k | 11k | 81.44 |
| 2018-03-31 | $767k | 10k | 75.47 |
| 2017-12-31 | $799k | 9.6k | 83.00 |