Vanguard REIT ETF shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Lumature Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $232k | 2.8k | 83.56 |
2023-03-31 | $209k | 2.5k | 83.04 |
2022-12-31 | $207k | 2.5k | 82.48 |
2022-09-30 | $231k | 2.9k | 80.04 |
2022-06-30 | $264k | 2.9k | 91.00 |
2022-03-31 | $331k | 3.1k | 108.42 |
2021-12-31 | $382k | 3.3k | 115.93 |
2021-09-30 | $348k | 3.4k | 101.90 |
2021-06-30 | $338k | 3.3k | 101.72 |
2021-03-31 | $336k | 3.7k | 91.95 |
2020-12-31 | $320k | 3.8k | 84.97 |