Vanguard REIT ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 12k | 88.49 |
| 2025-09-30 | $1.2M | 13k | 91.42 |
| 2025-06-30 | $717k | 8.1k | 89.06 |
| 2025-03-31 | $1.2M | 13k | 90.55 |
| 2024-12-31 | $1.5M | 17k | 89.08 |
| 2024-09-30 | $798k | 8.2k | 97.42 |
| 2024-06-30 | $630k | 7.5k | 83.76 |
| 2024-03-31 | $565k | 6.5k | 86.48 |
| 2023-12-31 | $420k | 4.8k | 88.35 |
| 2023-09-30 | $337k | 4.4k | 75.66 |