Vanguard REIT ETF shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $290k | 3.3k | 88.36 |
2022-12-31 | $556k | 6.7k | 82.48 |
2022-09-30 | $269k | 3.4k | 80.08 |
2022-06-30 | $305k | 3.3k | 91.10 |
2022-03-31 | $360k | 3.3k | 108.24 |
2021-09-30 | $277k | 2.7k | 101.84 |
2021-06-30 | $275k | 2.7k | 101.70 |
2021-03-31 | $247k | 2.7k | 91.96 |
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