Vanguard REIT ETF shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R Wealth Management investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Ml & R Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Ml & R Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $965k | 11k | 86.48 |
2023-12-31 | $1.8M | 20k | 88.36 |
2023-09-30 | $1.4M | 18k | 75.66 |
2023-06-30 | $1.4M | 16k | 83.56 |
2023-03-31 | $1.3M | 16k | 83.04 |
2022-12-31 | $1.3M | 16k | 82.48 |
2022-09-30 | $1.1M | 13k | 80.17 |
2022-06-30 | $1.4M | 16k | 91.09 |
2022-03-31 | $987k | 9.1k | 108.38 |
2021-12-31 | $1.0M | 8.9k | 115.97 |