Vanguard REIT ETF shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $967k | 11k | 91.42 |
| 2025-06-30 | $1.0M | 12k | 89.06 |
| 2025-03-31 | $1.0M | 12k | 90.54 |
| 2024-12-31 | $1.1M | 12k | 89.08 |
| 2024-09-30 | $1.2M | 12k | 95.11 |
| 2024-06-30 | $1.0M | 12k | 83.76 |
| 2024-03-31 | $1.1M | 13k | 86.48 |
| 2023-12-31 | $1.0M | 12k | 88.36 |
| 2023-09-30 | $885k | 12k | 75.66 |
| 2023-06-30 | $900k | 11k | 83.56 |
| 2023-03-31 | $855k | 10k | 83.04 |
| 2022-12-31 | $831k | 10k | 82.48 |
| 2022-09-30 | $805k | 10k | 80.17 |
| 2022-06-30 | $871k | 9.6k | 91.11 |
| 2022-03-31 | $1.1M | 9.7k | 108.37 |
| 2021-12-31 | $1.1M | 9.7k | 116.00 |
| 2021-09-30 | $991k | 9.7k | 101.78 |
| 2021-06-30 | $912k | 9.0k | 101.79 |
| 2021-03-31 | $834k | 9.1k | 91.86 |
| 2020-12-31 | $737k | 8.7k | 84.93 |
| 2020-09-30 | $672k | 8.5k | 78.96 |
| 2020-06-30 | $666k | 8.5k | 78.53 |
| 2020-03-31 | $589k | 8.4k | 69.85 |
| 2019-12-31 | $689k | 7.4k | 92.79 |
| 2019-09-30 | $696k | 7.5k | 93.26 |
| 2019-06-30 | $653k | 7.5k | 87.40 |
| 2019-03-31 | $650k | 7.5k | 86.90 |
| 2018-12-31 | $565k | 7.6k | 74.57 |
| 2018-09-30 | $615k | 7.6k | 80.68 |