Vanguard REIT ETF shares owned by Lee Financial
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $467k | 5.3k | 88.37 |
| 2023-03-31 | $747 | 9 | 83.11 |
| 2021-03-31 | $1.0k | 8 | 125.00 |
| 2020-12-31 | $16k | 188 | 85.11 |
| 2020-09-30 | $14k | 180 | 77.78 |
| 2020-06-30 | $14k | 180 | 77.78 |
| 2020-03-31 | $13k | 180 | 72.22 |
| 2019-12-31 | $17k | 180 | 94.44 |
| 2019-09-30 | $28k | 295 | 94.92 |
| 2019-06-30 | $26k | 295 | 88.14 |
| 2019-03-31 | $26k | 295 | 88.14 |
| 2018-06-30 | $72k | 884 | 81.45 |
| 2018-03-31 | $178k | 2.4k | 75.33 |
| 2017-12-31 | $389k | 4.7k | 82.91 |
| 2017-09-30 | $195k | 2.3k | 83.12 |
| 2017-06-30 | $195k | 2.3k | 83.12 |