Vanguard REIT ETF shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 4.8k | 91.42 |
| 2025-06-30 | $430k | 4.8k | 89.06 |
| 2022-06-30 | $211k | 2.3k | 91.14 |
| 2022-03-31 | $218k | 2.0k | 108.19 |
| 2021-12-31 | $234k | 2.0k | 116.13 |
| 2021-09-30 | $205k | 2.0k | 101.74 |
| 2021-06-30 | $205k | 2.0k | 101.74 |