Vanguard REIT ETF shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $332k | 3.6k | 91.42 |
| 2025-06-30 | $323k | 3.6k | 89.06 |
| 2025-03-31 | $329k | 3.6k | 90.54 |
| 2013-12-31 | $349k | 5.4k | 64.53 |
| 2013-09-30 | $359k | 5.4k | 66.14 |
| 2013-06-30 | $539k | 7.8k | 68.77 |
| 2012-12-31 | $2.9M | 44k | 65.80 |
| 2012-09-30 | $97k | 1.5k | 64.67 |
| 2012-06-30 | $4.0M | 61k | 65.43 |
| 2012-03-31 | $4.2M | 66k | 63.64 |
| 2011-12-31 | $3.8M | 65k | 58.00 |
| 2011-09-30 | $564k | 11k | 50.91 |
| 2011-06-30 | $629k | 11k | 60.05 |
| 2011-03-31 | $630k | 11k | 58.46 |