Vanguard REIT ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 125k | 97.42 |
| 2024-06-30 | $11M | 127k | 83.76 |
| 2024-03-31 | $11M | 125k | 86.48 |
| 2023-12-31 | $12M | 132k | 88.36 |
| 2023-09-30 | $5.1M | 13k | 392.68 |
| 2023-06-30 | $12M | 144k | 83.56 |
| 2023-03-31 | $5.5M | 67k | 83.04 |
| 2022-12-31 | $5.6M | 68k | 82.48 |
| 2022-09-30 | $6.8M | 84k | 80.17 |
| 2022-06-30 | $9.0M | 98k | 91.11 |
| 2022-03-31 | $12M | 109k | 108.37 |
| 2021-12-31 | $12M | 106k | 116.01 |
| 2021-09-30 | $2.0M | 20k | 101.80 |
| 2021-06-30 | $2.1M | 20k | 101.77 |
| 2021-03-31 | $1.9M | 21k | 91.88 |
| 2020-12-31 | $1.8M | 21k | 84.89 |
| 2020-09-30 | $378k | 4.8k | 78.88 |
| 2020-06-30 | $376k | 4.8k | 78.50 |
| 2020-03-31 | $341k | 4.9k | 69.78 |
| 2019-12-31 | $396k | 4.3k | 92.67 |
| 2019-09-30 | $422k | 4.5k | 93.24 |
| 2019-06-30 | $401k | 4.6k | 87.33 |
| 2019-03-31 | $456k | 5.2k | 86.91 |
| 2018-12-31 | $435k | 5.8k | 74.51 |
| 2018-09-30 | $482k | 6.0k | 80.70 |
| 2018-06-30 | $525k | 6.4k | 81.42 |
| 2018-03-31 | $491k | 6.5k | 75.53 |
| 2017-12-31 | $513k | 6.2k | 82.90 |
| 2017-09-30 | $436k | 5.3k | 83.05 |
| 2017-06-30 | $444k | 5.3k | 83.22 |
| 2017-03-31 | $450k | 5.4k | 82.67 |
| 2016-12-31 | $446k | 5.4k | 82.62 |
| 2016-09-30 | $403k | 4.6k | 86.69 |
| 2016-06-30 | $386k | 4.3k | 88.76 |
| 2016-03-31 | $386k | 4.6k | 83.84 |
| 2014-12-31 | $220k | 2.7k | 80.91 |
| 2014-09-30 | $202k | 2.8k | 71.76 |