Vanguard REIT ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 103k | 97.42 |
| 2024-06-30 | $8.6M | 103k | 83.76 |
| 2024-03-31 | $8.2M | 95k | 86.48 |
| 2023-12-31 | $5.1M | 58k | 88.36 |
| 2023-09-30 | $4.3M | 56k | 75.66 |
| 2023-06-30 | $4.6M | 55k | 83.56 |
| 2023-03-31 | $5.6M | 68k | 83.04 |
| 2022-12-31 | $8.2M | 100k | 82.48 |
| 2022-09-30 | $7.7M | 96k | 80.17 |
| 2022-06-30 | $2.0M | 22k | 91.09 |
| 2022-03-31 | $2.2M | 21k | 108.35 |
| 2021-12-31 | $2.4M | 21k | 116.00 |
| 2021-09-30 | $2.1M | 20k | 101.76 |
| 2021-06-30 | $2.0M | 20k | 101.81 |
| 2021-03-31 | $1.8M | 19k | 91.85 |
| 2020-12-31 | $1.6M | 19k | 84.95 |
| 2020-09-30 | $1.4M | 17k | 78.95 |
| 2020-06-30 | $1.5M | 19k | 78.51 |
| 2020-03-31 | $4.2M | 60k | 69.85 |
| 2019-12-31 | $5.6M | 61k | 92.78 |
| 2019-09-30 | $5.5M | 59k | 93.25 |
| 2019-06-30 | $4.9M | 56k | 87.41 |
| 2019-03-31 | $776k | 8.9k | 86.90 |
| 2018-12-31 | $731k | 9.8k | 74.58 |
| 2018-09-30 | $587k | 7.3k | 80.67 |
| 2018-06-30 | $621k | 7.6k | 81.44 |
| 2018-03-31 | $599k | 7.9k | 75.41 |
| 2017-12-31 | $645k | 7.8k | 82.98 |
| 2017-09-30 | $722k | 8.7k | 83.13 |
| 2017-06-30 | $723k | 8.7k | 83.25 |
| 2017-03-31 | $555k | 6.7k | 82.66 |
| 2016-12-31 | $554k | 6.7k | 82.54 |
| 2016-09-30 | $561k | 6.5k | 86.82 |
| 2016-06-30 | $573k | 6.5k | 88.67 |
| 2016-03-31 | $560k | 6.7k | 83.79 |
| 2015-12-31 | $469k | 5.9k | 79.73 |
| 2015-09-30 | $444k | 5.9k | 75.48 |
| 2015-06-30 | $468k | 6.3k | 74.65 |
| 2015-03-31 | $534k | 6.3k | 84.33 |
| 2014-12-31 | $513k | 6.3k | 81.02 |
| 2014-09-30 | $464k | 6.2k | 74.77 |
| 2014-06-30 | $464k | 6.2k | 74.77 |
| 2014-03-31 | $438k | 6.2k | 70.58 |
| 2013-12-31 | $381k | 5.9k | 64.51 |