Vanguard REIT ETF shares owned by Instrumental Wealth
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $219k | 2.5k | 86.99 |
| 2024-12-31 | $314k | 3.4k | 91.65 |
| 2024-09-30 | $670k | 7.0k | 95.35 |
| 2024-06-30 | $3.2M | 37k | 88.03 |
| 2024-03-31 | $3.0M | 37k | 81.32 |
| 2023-12-31 | $3.2M | 38k | 84.10 |
| 2023-09-30 | $2.8M | 37k | 76.28 |
| 2023-06-30 | $3.5M | 41k | 85.75 |
| 2023-03-31 | $3.2M | 40k | 80.96 |