Vanguard REIT ETF shares owned by Heritage Trust
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $568k | 6.4k | 89.08 |
| 2024-06-30 | $535k | 6.4k | 83.76 |
| 2024-03-31 | $537k | 6.2k | 86.48 |
| 2023-12-31 | $549k | 6.2k | 88.36 |
| 2023-09-30 | $470k | 6.2k | 75.66 |
| 2023-06-30 | $533k | 6.4k | 83.56 |
| 2023-03-31 | $529k | 6.4k | 83.04 |
| 2022-12-31 | $526k | 6.4k | 82.48 |
| 2022-09-30 | $511k | 6.4k | 80.19 |
| 2022-06-30 | $581k | 6.4k | 91.09 |
| 2022-03-31 | $720k | 6.6k | 108.32 |
| 2021-12-31 | $772k | 6.6k | 116.05 |
| 2021-09-30 | $677k | 6.6k | 101.81 |
| 2021-06-30 | $693k | 6.8k | 101.86 |
| 2021-03-31 | $624k | 6.8k | 91.84 |
| 2020-12-31 | $578k | 6.8k | 84.94 |
| 2020-09-30 | $557k | 7.1k | 78.91 |
| 2020-06-30 | $554k | 7.1k | 78.47 |
| 2020-03-31 | $2.5M | 36k | 69.80 |
| 2019-12-31 | $3.6M | 39k | 92.73 |
| 2019-09-30 | $3.9M | 41k | 93.24 |
| 2019-06-30 | $3.6M | 42k | 87.41 |
| 2019-03-31 | $3.7M | 43k | 86.91 |
| 2018-12-31 | $3.3M | 45k | 74.55 |
| 2018-09-30 | $3.6M | 45k | 80.67 |
| 2018-06-30 | $3.7M | 46k | 81.46 |
| 2018-03-31 | $3.4M | 45k | 75.48 |
| 2017-12-31 | $4.0M | 48k | 82.97 |
| 2017-09-30 | $4.2M | 50k | 83.10 |
| 2017-06-30 | $4.7M | 56k | 83.21 |
| 2017-03-31 | $5.2M | 63k | 82.59 |