Vanguard REIT ETF shares owned by LM Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 2.6k | 91.40 |
| 2025-06-30 | $3.6M | 41k | 89.05 |
| 2025-03-31 | $3.9M | 43k | 90.53 |
| 2024-12-31 | $4.1M | 46k | 89.08 |
| 2024-09-30 | $4.4M | 47k | 95.04 |
| 2024-03-31 | $4.5M | 53k | 84.62 |
| 2023-12-31 | $4.9M | 55k | 88.36 |