Vanguard REIT ETF shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.1M | 12k | 88.36 |
2023-09-30 | $1.4M | 18k | 76.39 |
2023-06-30 | $866k | 10k | 84.48 |
2023-03-31 | $1.0M | 12k | 83.04 |
2022-12-31 | $1.3M | 16k | 82.48 |
2022-09-30 | $1.6M | 20k | 80.13 |
2022-06-30 | $1.5M | 17k | 91.11 |
2022-03-31 | $1.6M | 15k | 108.35 |
2021-12-31 | $1.8M | 15k | 115.97 |
2021-09-30 | $976k | 9.6k | 101.72 |
2021-06-30 | $984k | 9.7k | 101.77 |
2021-03-31 | $585k | 6.4k | 91.72 |
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