Vanguard REIT ETF shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 3.4k | 91.42 |
| 2025-06-30 | $226k | 2.5k | 89.06 |
| 2025-03-31 | $325k | 3.6k | 90.54 |
| 2024-12-31 | $334k | 3.8k | 89.08 |
| 2024-09-30 | $503k | 5.2k | 97.42 |
| 2024-06-30 | $444k | 5.3k | 83.76 |
| 2024-03-31 | $418k | 4.8k | 86.48 |
| 2023-12-31 | $425k | 4.8k | 88.36 |
| 2023-09-30 | $406k | 5.4k | 75.66 |
| 2023-06-30 | $385k | 4.6k | 83.56 |
| 2023-03-31 | $301k | 3.6k | 83.04 |
| 2022-12-31 | $286k | 3.5k | 82.48 |
| 2022-09-30 | $351k | 4.4k | 80.14 |
| 2022-06-30 | $378k | 4.2k | 91.02 |
| 2022-03-31 | $495k | 4.6k | 108.46 |
| 2021-12-31 | $433k | 3.7k | 116.09 |