Vanguard REIT ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 13k | 97.42 |
| 2024-06-30 | $677k | 8.1k | 83.76 |
| 2024-03-31 | $570k | 6.6k | 86.48 |
| 2023-12-31 | $581k | 6.6k | 88.36 |
| 2023-09-30 | $510k | 6.7k | 75.65 |
| 2023-06-30 | $526k | 6.3k | 83.57 |
| 2023-03-31 | $1.1M | 14k | 83.04 |