Vanguard REIT ETF shares owned by Keystone Financial Planning
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Keystone Financial Planning
from 13F filings
Historical chart of Keystone Financial Planning investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Keystone Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $440k | 4.9k | 89.08 |
| 2024-09-30 | $482k | 4.9k | 97.42 |
| 2024-06-30 | $414k | 4.9k | 83.76 |
| 2024-03-31 | $427k | 4.9k | 86.48 |
| 2023-12-31 | $437k | 4.9k | 88.36 |
| 2023-09-30 | $374k | 4.9k | 75.66 |
| 2023-06-30 | $413k | 4.9k | 83.56 |
| 2023-03-31 | $410k | 4.9k | 83.04 |
| 2022-12-31 | $408k | 4.9k | 82.48 |
| 2022-09-30 | $396k | 4.9k | 80.13 |
| 2022-06-30 | $450k | 4.9k | 91.06 |
| 2022-03-31 | $536k | 4.9k | 108.46 |
| 2021-12-31 | $677k | 5.8k | 115.98 |
| 2021-09-30 | $594k | 5.8k | 101.76 |
| 2021-06-30 | $594k | 5.8k | 101.76 |
| 2021-03-31 | $536k | 5.8k | 91.83 |
| 2020-12-31 | $496k | 5.8k | 84.98 |
| 2020-09-30 | $461k | 5.8k | 78.98 |
| 2020-06-30 | $458k | 5.8k | 78.47 |
| 2020-03-31 | $408k | 5.8k | 69.90 |
| 2019-12-31 | $542k | 5.8k | 92.86 |
| 2019-09-30 | $544k | 5.8k | 93.20 |
| 2019-06-30 | $510k | 5.8k | 87.37 |
| 2019-03-31 | $507k | 5.8k | 86.86 |
| 2018-12-31 | $435k | 5.8k | 74.52 |
| 2018-09-30 | $471k | 5.8k | 80.69 |
| 2018-06-30 | $475k | 5.8k | 81.38 |
| 2018-03-31 | $441k | 5.8k | 75.55 |
| 2017-12-31 | $484k | 5.8k | 82.92 |
| 2017-09-30 | $485k | 5.8k | 83.09 |
| 2017-06-30 | $486k | 5.8k | 83.26 |
| 2017-03-31 | $482k | 5.8k | 82.58 |
| 2016-12-31 | $482k | 5.8k | 82.58 |
| 2016-09-30 | $506k | 5.8k | 86.69 |
| 2016-06-30 | $518k | 5.8k | 88.74 |
| 2016-03-31 | $489k | 5.8k | 83.78 |
| 2015-12-31 | $465k | 5.8k | 79.66 |
| 2015-09-30 | $441k | 5.8k | 75.55 |
| 2015-06-30 | $436k | 5.8k | 74.70 |
| 2015-03-31 | $499k | 5.9k | 84.30 |
| 2014-12-31 | $552k | 6.8k | 80.96 |
| 2014-09-30 | $498k | 6.9k | 71.91 |
| 2014-06-30 | $518k | 6.9k | 74.80 |
| 2014-03-31 | $489k | 6.9k | 70.61 |
| 2013-12-31 | $447k | 6.9k | 64.55 |
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