Vanguard REIT ETF shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 38k | 91.43 |
| 2025-06-30 | $3.2M | 36k | 89.06 |
| 2025-03-31 | $3.2M | 35k | 90.54 |
| 2024-12-31 | $3.1M | 35k | 89.08 |
| 2024-09-30 | $3.3M | 34k | 97.42 |
| 2024-06-30 | $2.7M | 33k | 83.76 |
| 2024-03-31 | $2.7M | 31k | 86.48 |
| 2023-12-31 | $2.7M | 30k | 88.36 |
| 2023-09-30 | $1.5M | 20k | 75.67 |
| 2023-06-30 | $1.6M | 19k | 83.56 |
| 2023-03-31 | $1.5M | 18k | 83.04 |
| 2022-12-31 | $1.4M | 17k | 82.48 |
| 2022-09-30 | $1.2M | 15k | 80.14 |
| 2022-06-30 | $1.2M | 13k | 91.10 |
| 2022-03-31 | $1.4M | 13k | 108.36 |
| 2021-12-31 | $1.2M | 10k | 116.01 |