Vanguard REIT ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $523k | 5.7k | 91.42 |
| 2025-06-30 | $508k | 5.7k | 89.06 |
| 2025-03-31 | $517k | 5.7k | 90.54 |
| 2024-12-31 | $509k | 5.7k | 89.08 |
| 2024-09-30 | $556k | 5.7k | 97.42 |
| 2024-06-30 | $478k | 5.7k | 83.76 |
| 2024-03-31 | $604k | 3.3k | 180.48 |
| 2023-12-31 | $593k | 6.7k | 88.36 |
| 2023-09-30 | $508k | 6.7k | 75.66 |
| 2023-06-30 | $561k | 6.7k | 83.56 |
| 2023-03-31 | $557k | 6.7k | 83.04 |
| 2022-12-31 | $564k | 6.8k | 82.48 |
| 2022-09-30 | $538k | 6.7k | 80.19 |
| 2022-06-30 | $611k | 6.7k | 91.07 |
| 2022-03-31 | $819k | 7.6k | 108.39 |
| 2021-12-31 | $877k | 7.6k | 116.01 |
| 2021-09-30 | $683k | 6.7k | 101.78 |
| 2021-06-30 | $570k | 6.7k | 84.96 |
| 2021-03-31 | $616k | 6.7k | 91.86 |
| 2020-12-31 | $570k | 6.7k | 84.96 |
| 2020-09-30 | $530k | 6.7k | 78.96 |
| 2020-06-30 | $526k | 96 | 5479.17 |
| 2020-03-31 | $469k | 6.7k | 69.85 |
| 2019-12-31 | $623k | 6.7k | 92.79 |
| 2019-09-30 | $625k | 6.7k | 93.16 |