Vanguard REIT ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 23k | 88.36 |
| 2023-09-30 | $1.9M | 25k | 75.66 |
| 2023-06-30 | $2.1M | 26k | 83.56 |
| 2023-03-31 | $2.1M | 26k | 83.04 |
| 2022-12-31 | $2.2M | 27k | 82.48 |
| 2022-09-30 | $2.4M | 30k | 80.17 |
| 2022-06-30 | $2.9M | 32k | 91.12 |
| 2022-03-31 | $3.5M | 33k | 108.37 |
| 2021-12-31 | $4.9M | 43k | 116.01 |
| 2021-09-30 | $5.1M | 50k | 101.78 |
| 2021-06-30 | $5.1M | 50k | 101.78 |
| 2021-03-31 | $4.4M | 48k | 91.86 |
| 2020-12-31 | $3.8M | 45k | 84.92 |