Vanguard REIT ETF shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $279k | 3.1k | 89.07 |
| 2025-03-31 | $253k | 2.8k | 90.55 |
| 2024-12-31 | $236k | 2.7k | 89.08 |
| 2024-06-30 | $232k | 2.8k | 83.77 |
| 2024-03-31 | $223k | 2.6k | 86.49 |
| 2022-12-31 | $207k | 2.5k | 82.48 |
| 2022-09-30 | $255k | 3.2k | 80.16 |
| 2022-06-30 | $274k | 3.0k | 91.00 |
| 2022-03-31 | $325k | 3.0k | 108.44 |
| 2021-03-31 | $4.4M | 48k | 91.86 |
| 2020-12-31 | $4.4M | 52k | 84.93 |
| 2020-09-30 | $4.2M | 53k | 78.96 |
More positions owned by Keudell/Morrison Wealth Management
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