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Vanguard REIT ETF shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 3.0k 91.43
2025-06-30 $242k 2.7k 90.41
2025-03-31 $242k 2.7k 90.53
2021-03-31 $222k 2.4k 91.17
2017-09-30 $231k 2.8k 82.94
2017-06-30 $376k 4.5k 83.31
2017-03-31 $790k 9.5k 82.77
2016-12-31 $590k 7.1k 82.58
2016-09-30 $625k 7.2k 86.60
2016-06-30 $617k 7.0k 88.67
2016-03-31 $610k 7.3k 83.60
2015-12-31 $574k 7.2k 79.72
2015-09-30 $500k 6.6k 75.55
2013-09-30 $759k 12k 66.20
2013-06-30 $1.8M 32k 57.85
2013-03-31 $2.0M 33k 59.09
2012-12-31 $1.1M 19k 56.82