Vanguard REIT ETF shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 48k | 98.23 |
| 2024-06-30 | $3.9M | 46k | 84.78 |
| 2024-03-31 | $4.3M | 49k | 86.48 |
| 2023-12-31 | $1.5M | 17k | 88.37 |
| 2023-09-30 | $1.4M | 18k | 76.36 |
| 2023-06-30 | $2.1M | 25k | 84.45 |
| 2023-03-31 | $2.7M | 33k | 83.03 |
| 2022-12-31 | $3.1M | 38k | 82.48 |
| 2022-09-30 | $2.5M | 31k | 80.17 |
| 2021-12-31 | $4.3M | 37k | 116.00 |
| 2021-09-30 | $2.8M | 27k | 101.79 |
| 2021-06-30 | $2.7M | 27k | 101.78 |
| 2021-03-31 | $21M | 217k | 97.16 |
| 2020-12-31 | $18M | 211k | 84.93 |
| 2020-09-30 | $16M | 202k | 78.96 |
| 2020-06-30 | $14M | 177k | 78.53 |
| 2020-03-31 | $7.2M | 103k | 69.85 |
| 2019-12-31 | $1.5M | 16k | 92.80 |
| 2019-09-30 | $1.4M | 15k | 93.22 |
| 2019-03-31 | $6.2M | 72k | 86.90 |
| 2018-12-31 | $963k | 13k | 74.59 |
| 2018-06-30 | $1.3M | 15k | 81.58 |
| 2018-03-31 | $1.3M | 17k | 76.52 |
| 2017-12-31 | $1.2M | 16k | 78.31 |
| 2017-09-30 | $1.7M | 20k | 82.61 |
| 2017-06-30 | $1.9M | 23k | 83.48 |
| 2017-03-31 | $1.8M | 21k | 83.27 |
| 2016-12-31 | $165k | 2.0k | 82.91 |