Vanguard REIT ETF shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 19k | 89.08 |
| 2024-09-30 | $1.4M | 14k | 97.42 |
| 2024-06-30 | $1.1M | 13k | 83.76 |
| 2024-03-31 | $758k | 8.8k | 86.48 |
| 2023-12-31 | $681k | 7.7k | 88.36 |
| 2023-09-30 | $298k | 3.9k | 75.66 |
| 2023-06-30 | $490k | 5.9k | 83.56 |
| 2023-03-31 | $458k | 5.5k | 83.04 |
| 2022-12-31 | $397k | 4.8k | 82.48 |
| 2022-09-30 | $342k | 4.3k | 80.19 |
| 2022-06-30 | $3.6M | 40k | 91.11 |
| 2022-03-31 | $575k | 5.3k | 108.33 |
| 2021-12-31 | $574k | 5.0k | 115.91 |
| 2021-09-30 | $471k | 4.6k | 101.79 |
| 2021-06-30 | $463k | 4.4k | 105.35 |
| 2021-03-31 | $533k | 5.8k | 92.50 |
| 2020-12-31 | $1.3M | 15k | 84.94 |
| 2020-09-30 | $1.2M | 15k | 78.99 |
| 2020-06-30 | $1.1M | 14k | 78.53 |
| 2020-03-31 | $635k | 9.1k | 69.81 |
| 2019-12-31 | $799k | 8.6k | 92.77 |
| 2019-09-30 | $941k | 10k | 93.24 |
| 2019-06-30 | $2.0M | 23k | 87.41 |
| 2019-03-31 | $1.4M | 17k | 86.92 |
| 2016-12-31 | $1.7M | 21k | 82.51 |
| 2016-09-30 | $2.2M | 26k | 86.75 |
| 2016-06-30 | $2.3M | 26k | 88.67 |
| 2016-03-31 | $2.2M | 26k | 83.81 |
| 2015-12-31 | $2.0M | 26k | 79.72 |
| 2015-09-30 | $1.8M | 23k | 75.53 |
| 2015-06-30 | $1.6M | 22k | 74.67 |
| 2015-03-31 | $1.7M | 21k | 84.29 |
| 2014-12-31 | $3.0M | 37k | 80.85 |
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