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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard REIT ETF by Icon Wealth Partners
| 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 |