Vanguard REIT ETF shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 2.3k | 91.44 |
| 2025-06-30 | $205k | 2.3k | 89.07 |
| 2025-03-31 | $220k | 2.4k | 90.55 |
| 2024-12-31 | $221k | 2.5k | 89.08 |
| 2024-09-30 | $254k | 2.6k | 97.42 |
| 2024-06-30 | $490k | 5.9k | 83.77 |
| 2024-03-31 | $528k | 6.1k | 86.49 |
| 2023-12-31 | $537k | 6.1k | 88.36 |
| 2023-09-30 | $455k | 6.0k | 75.65 |
| 2023-06-30 | $440k | 5.3k | 83.56 |
| 2023-03-31 | $450k | 5.4k | 83.04 |
| 2022-12-31 | $472k | 5.7k | 82.48 |
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