Vanguard REIT ETF shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard REIT ETF by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $2.0M | 19k | 109.80 |
| 2021-12-31 | $2.2M | 19k | 116.03 |
| 2021-09-30 | $1.7M | 17k | 101.79 |
| 2021-06-30 | $1.7M | 17k | 101.79 |
| 2021-03-31 | $1.5M | 17k | 91.87 |
| 2020-12-31 | $1.4M | 17k | 84.91 |
| 2020-09-30 | $1.6M | 21k | 78.97 |
| 2020-06-30 | $1.2M | 16k | 78.50 |
| 2020-03-31 | $1.3M | 18k | 69.88 |
| 2019-12-31 | $1.6M | 18k | 92.82 |
| 2019-09-30 | $1.5M | 16k | 93.27 |
| 2019-06-30 | $895k | 10k | 87.43 |
| 2019-03-31 | $781k | 9.0k | 86.95 |
| 2018-12-31 | $264k | 3.5k | 74.53 |
| 2018-09-30 | $81k | 999 | 81.08 |
| 2016-03-31 | $6.0k | 73 | 82.19 |
| 2015-09-30 | $17k | 230 | 73.91 |
| 2015-03-31 | $4.0k | 52 | 76.92 |
| 2014-12-31 | $8.0k | 97 | 82.47 |
| 2014-09-30 | $5.5M | 76k | 71.85 |
| 2013-12-31 | $3.6M | 55k | 64.56 |
| 2013-09-30 | $6.5M | 99k | 66.14 |
| 2013-06-30 | $7.2M | 104k | 68.72 |