Vanguard REIT ETF shares owned by Strategic Financial Planning
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Strategic Financial Planning
from 13F filings
Historical chart of Strategic Financial Planning investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Strategic Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $455k | 5.3k | 86.49 |
| 2023-12-31 | $465k | 5.3k | 88.36 |
| 2023-09-30 | $1.0M | 14k | 75.66 |
| 2023-06-30 | $1.2M | 14k | 83.56 |
| 2023-03-31 | $1.2M | 14k | 83.04 |
| 2022-12-31 | $1.2M | 15k | 82.48 |
| 2022-09-30 | $662k | 8.3k | 80.16 |
| 2022-06-30 | $752k | 8.3k | 91.15 |
| 2022-03-31 | $915k | 8.4k | 108.41 |
| 2021-12-31 | $1.1M | 9.4k | 115.98 |
| 2021-09-30 | $936k | 9.2k | 101.83 |
| 2021-06-30 | $936k | 9.2k | 101.83 |
| 2021-03-31 | $973k | 11k | 91.86 |
| 2020-12-31 | $855k | 10k | 84.93 |
| 2020-09-30 | $790k | 10k | 78.92 |
| 2020-06-30 | $784k | 10k | 78.50 |
More positions owned by Strategic Financial Planning
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