Vanguard REIT ETF shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $469k | 5.1k | 91.42 |
| 2025-06-30 | $461k | 5.2k | 89.06 |
| 2025-03-31 | $426k | 4.7k | 90.54 |
| 2024-12-31 | $301k | 3.4k | 89.08 |
| 2024-09-30 | $333k | 3.4k | 97.42 |
| 2024-06-30 | $271k | 3.2k | 83.76 |
| 2024-03-31 | $248k | 2.9k | 86.48 |
| 2023-12-31 | $255k | 2.9k | 88.36 |
| 2023-06-30 | $203k | 2.4k | 83.56 |
| 2022-09-30 | $209k | 2.6k | 80.26 |