Vanguard REIT ETF shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 97.42 |
| 2024-06-30 | $921k | 11k | 83.76 |
| 2024-03-31 | $862k | 10k | 86.48 |
| 2023-12-31 | $794k | 9.0k | 88.36 |
| 2023-09-30 | $618k | 8.2k | 75.66 |
| 2023-06-30 | $569k | 6.8k | 83.56 |
| 2023-03-31 | $524k | 6.3k | 83.04 |
| 2022-12-31 | $438k | 5.3k | 82.49 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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