Vanguard REIT ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 75k | 97.42 |
| 2024-06-30 | $4.2M | 50k | 83.76 |
| 2024-03-31 | $12M | 138k | 86.48 |
| 2023-09-30 | $12M | 154k | 75.66 |
| 2023-06-30 | $16M | 186k | 83.56 |
| 2023-03-31 | $15M | 177k | 83.04 |
| 2022-12-31 | $11M | 128k | 82.48 |
| 2022-09-30 | $5.5M | 68k | 80.18 |
| 2022-06-30 | $4.1M | 46k | 91.11 |
| 2022-03-31 | $2.3M | 21k | 108.35 |
| 2021-12-31 | $42M | 366k | 116.01 |
| 2021-09-30 | $38M | 370k | 101.78 |
| 2021-06-30 | $1.8M | 18k | 101.78 |
| 2021-03-31 | $1.6M | 18k | 91.88 |
| 2020-12-31 | $1.4M | 17k | 84.92 |
| 2020-09-30 | $1.3M | 16k | 78.96 |
| 2020-06-30 | $1.0M | 13k | 78.56 |
| 2020-03-31 | $924k | 13k | 69.86 |
| 2019-12-31 | $1.5M | 16k | 92.81 |
| 2019-09-30 | $1.3M | 14k | 93.22 |
| 2019-06-30 | $1.2M | 13k | 88.45 |
| 2019-03-31 | $1.0M | 12k | 86.91 |
| 2018-12-31 | $690k | 9.3k | 74.56 |
| 2018-09-30 | $741k | 9.3k | 79.95 |
| 2018-06-30 | $223k | 4.4k | 51.18 |
| 2018-03-31 | $777k | 10k | 74.43 |
| 2017-12-31 | $733k | 9.0k | 81.56 |
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