Vanguard REIT ETF shares owned by Oxford Financial
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 14k | 97.42 |
| 2024-03-31 | $1.4M | 16k | 86.48 |
| 2023-12-31 | $1.4M | 16k | 88.36 |
| 2023-09-30 | $1.2M | 16k | 75.66 |
| 2023-06-30 | $1.4M | 16k | 83.56 |
| 2023-03-31 | $1.5M | 18k | 83.04 |
| 2022-12-31 | $1.5M | 19k | 82.48 |
| 2022-09-30 | $1.5M | 19k | 80.19 |
| 2022-06-30 | $1.7M | 19k | 91.10 |
| 2022-03-31 | $2.0M | 18k | 108.35 |
| 2021-12-31 | $2.4M | 20k | 116.02 |
| 2021-09-30 | $2.0M | 20k | 101.79 |
| 2021-06-30 | $2.0M | 20k | 101.79 |
| 2021-03-31 | $1.8M | 20k | 91.87 |
| 2020-12-31 | $1.7M | 20k | 84.95 |
| 2020-09-30 | $1.5M | 19k | 78.98 |
| 2020-06-30 | $1.5M | 19k | 78.53 |
| 2020-03-31 | $1.3M | 19k | 69.87 |
| 2019-12-31 | $4.7M | 51k | 92.79 |
| 2019-09-30 | $3.7M | 39k | 93.24 |
| 2019-06-30 | $3.3M | 37k | 87.39 |
| 2019-03-31 | $3.3M | 38k | 86.90 |
| 2018-12-31 | $3.0M | 40k | 74.57 |