Vanguard REIT ETF shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $310k | 3.5k | 88.48 |
| 2025-09-30 | $562k | 6.1k | 91.42 |
| 2025-06-30 | $549k | 6.2k | 89.06 |
| 2025-03-31 | $569k | 6.3k | 90.54 |
| 2022-09-30 | $2.0k | 21 | 95.24 |
| 2022-06-30 | $2.0k | 23 | 86.96 |
| 2022-03-31 | $2.0k | 21 | 95.24 |
| 2021-12-31 | $2.0k | 21 | 95.24 |