Vanguard REIT ETF shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $216k | 2.6k | 83.76 |
| 2024-03-31 | $244k | 2.8k | 86.48 |
| 2023-12-31 | $385k | 4.4k | 88.35 |
| 2023-09-30 | $328k | 4.3k | 75.67 |
| 2023-06-30 | $371k | 4.4k | 83.57 |
| 2023-03-31 | $403k | 4.9k | 83.05 |
| 2022-12-31 | $347k | 4.2k | 82.48 |
| 2022-09-30 | $263k | 3.3k | 80.13 |
| 2022-06-30 | $289k | 3.2k | 91.02 |
| 2022-03-31 | $325k | 3.1k | 103.90 |
| 2021-12-31 | $345k | 3.0k | 115.97 |
| 2021-09-30 | $300k | 2.9k | 101.83 |
| 2021-06-30 | $291k | 2.9k | 101.75 |
| 2021-03-31 | $273k | 3.0k | 91.98 |
| 2020-12-31 | $252k | 3.0k | 84.93 |
| 2012-03-31 | $273k | 3.0k | 91.98 |