Vanguard REIT ETF shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard REIT ETF by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.5M | 17k | 87.08 |
| 2025-12-31 | $1.4M | 16k | 89.50 |
| 2025-09-30 | $1.4M | 15k | 91.67 |
| 2025-06-30 | $1.2M | 13k | 89.08 |
| 2025-03-31 | $1.1M | 12k | 90.58 |
| 2024-12-31 | $844k | 9.5k | 89.08 |