Vanguard REIT ETF shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 21k | 97.42 |
| 2024-06-30 | $1.9M | 22k | 83.76 |
| 2024-03-31 | $2.1M | 24k | 86.48 |
| 2023-12-31 | $2.8M | 32k | 88.36 |
| 2023-09-30 | $2.8M | 37k | 75.66 |
| 2023-06-30 | $3.6M | 43k | 83.56 |
| 2023-03-31 | $3.7M | 45k | 83.04 |
| 2022-12-31 | $4.4M | 54k | 82.48 |
| 2022-09-30 | $5.9M | 74k | 80.17 |
| 2022-06-30 | $7.9M | 86k | 91.11 |
| 2022-03-31 | $12M | 107k | 108.37 |
| 2021-12-31 | $16M | 135k | 116.01 |
| 2021-09-30 | $15M | 151k | 101.78 |
| 2021-06-30 | $17M | 171k | 101.79 |
| 2021-03-31 | $19M | 205k | 91.86 |
| 2020-12-31 | $17M | 196k | 84.93 |
| 2020-09-30 | $14M | 183k | 78.96 |
| 2020-06-30 | $14M | 182k | 78.53 |
| 2020-03-31 | $12M | 173k | 69.85 |
| 2019-12-31 | $18M | 199k | 92.79 |
| 2019-09-30 | $18M | 195k | 93.25 |
| 2019-06-30 | $17M | 194k | 87.40 |
| 2019-03-31 | $17M | 192k | 86.91 |
| 2018-12-31 | $13M | 173k | 74.57 |
| 2018-09-30 | $14M | 175k | 80.68 |
| 2018-06-30 | $12M | 145k | 81.45 |
| 2018-03-31 | $10M | 138k | 75.47 |
| 2017-12-31 | $11M | 128k | 82.98 |