LJI Wealth Management »

Vanguard REIT ETF shares owned by LJI Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 2.6k 97.43
2024-06-30 $228k 2.7k 83.77
2024-03-31 $223k 2.6k 86.49
2023-06-30 $201k 2.4k 83.57
2022-12-31 $250k 3.0k 82.49

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple Put Option (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amplify Etf Tr High Income (YYY)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF