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Vanguard REIT ETF shares owned by KWB Wealth

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by KWB Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $372k 4.5k 83.56
2023-06-30 $372k 4.5k 83.56
2023-03-31 $646k 7.8k 82.48
2022-12-31 $622k 7.5k 82.48
2022-09-30 $655k 8.2k 80.15
2022-06-30 $877k 9.6k 91.09
2022-03-31 $1.4M 12k 116.01
2021-12-31 $1.4M 12k 116.01
2021-09-30 $1.3M 13k 101.78
2021-06-30 $1.2M 14k 91.86
2021-03-31 $1.2M 14k 91.86
2020-12-31 $1.4M 17k 84.93