Vanguard REIT ETF shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Icon Wealth Partners 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 |
---|---|---|---|
2023-09-30 | $240k | 3.2k | 75.67 |
2023-06-30 | $265k | 3.2k | 83.57 |
2023-03-31 | $263k | 3.2k | 83.05 |
2022-06-30 | $289k | 3.2k | 91.20 |
2022-03-31 | $343k | 3.2k | 108.24 |
2021-12-31 | $368k | 3.2k | 116.13 |
2021-09-30 | $323k | 3.2k | 101.92 |
2021-06-30 | $323k | 3.2k | 101.92 |
2021-03-31 | $291k | 3.2k | 91.83 |
2020-12-31 | $290k | 3.4k | 84.82 |
2020-09-30 | $270k | 3.4k | 78.97 |
2020-06-30 | $269k | 3.4k | 78.68 |
2020-03-31 | $239k | 3.4k | 69.90 |
2019-12-31 | $294k | 3.2k | 92.77 |
2019-09-30 | $296k | 3.2k | 93.40 |
2019-06-30 | $277k | 3.2k | 87.41 |
2019-03-31 | $280k | 3.2k | 86.98 |
2018-12-31 | $240k | 3.2k | 74.56 |
2018-09-30 | $329k | 4.1k | 80.60 |
2018-06-30 | $331k | 4.1k | 81.39 |
2018-03-31 | $306k | 4.1k | 75.43 |
2017-12-31 | $336k | 4.0k | 83.00 |