Vanguard REIT ETF shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Strata Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Strata Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $886k | 9.1k | 97.42 |
2024-06-30 | $751k | 9.0k | 83.76 |
2024-03-31 | $730k | 8.4k | 86.48 |
2023-12-31 | $661k | 7.5k | 88.36 |
2023-09-30 | $525k | 6.9k | 75.66 |
2023-03-31 | $514k | 6.2k | 83.03 |
2022-12-31 | $412k | 5.0k | 82.48 |