Vanguard REIT ETF shares owned by Legacy Financial Group
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 45k | 91.42 |
| 2025-06-30 | $4.1M | 46k | 89.06 |
| 2025-03-31 | $4.2M | 46k | 90.54 |
| 2024-12-31 | $4.1M | 46k | 89.08 |
| 2024-09-30 | $4.3M | 46k | 94.15 |
| 2024-06-30 | $3.7M | 45k | 83.76 |
| 2024-03-31 | $3.7M | 43k | 86.48 |
| 2023-09-30 | $3.2M | 42k | 75.66 |
| 2023-06-30 | $3.4M | 40k | 83.56 |
| 2023-03-31 | $3.2M | 39k | 83.04 |
| 2022-12-31 | $2.8M | 33k | 82.48 |