Vanguard REIT ETF shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 81k | 91.42 |
| 2025-06-30 | $7.3M | 82k | 89.06 |
| 2025-03-31 | $630k | 7.0k | 90.54 |
| 2024-12-31 | $463k | 5.2k | 89.08 |
| 2024-09-30 | $473k | 4.8k | 97.86 |
| 2024-06-30 | $424k | 5.1k | 83.97 |
| 2024-03-31 | $430k | 5.0k | 86.70 |
| 2023-12-31 | $315k | 3.5k | 88.76 |