Vanguard REIT ETF shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $389k | 4.5k | 86.48 |
| 2023-12-31 | $398k | 4.5k | 88.36 |
| 2023-09-30 | $526k | 6.9k | 75.66 |
| 2023-06-30 | $418k | 5.0k | 83.56 |
| 2023-03-31 | $415k | 5.0k | 83.04 |
| 2022-12-31 | $415k | 5.0k | 82.48 |
| 2022-09-30 | $561k | 7.0k | 80.14 |
| 2022-06-30 | $410k | 4.5k | 91.11 |
| 2022-03-31 | $488k | 4.5k | 108.44 |
| 2021-12-31 | $545k | 4.7k | 115.96 |
| 2021-09-30 | $478k | 4.7k | 101.70 |
| 2021-06-30 | $478k | 4.7k | 101.70 |
| 2021-03-31 | $432k | 4.7k | 91.91 |
| 2020-12-31 | $932k | 11k | 84.92 |
| 2020-09-30 | $1.2M | 16k | 78.98 |
| 2020-06-30 | $966k | 12k | 78.54 |
| 2020-03-31 | $807k | 12k | 69.87 |
| 2019-12-31 | $580k | 6.3k | 92.80 |
| 2019-09-30 | $420k | 4.5k | 93.33 |
| 2019-06-30 | $612k | 7.0k | 87.43 |
| 2019-03-31 | $478k | 5.5k | 86.91 |
| 2018-12-31 | $790k | 11k | 74.53 |
More positions owned by Hillcrest Wealth Advisors - NY
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