Vanguard REIT ETF shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $16M | 178k | 88.49 |
| 2025-09-30 | $21M | 230k | 91.42 |
| 2025-06-30 | $692k | 7.8k | 89.06 |
| 2025-03-31 | $650k | 7.2k | 90.54 |
| 2024-12-31 | $9.1M | 102k | 89.08 |
| 2024-09-30 | $10M | 105k | 96.79 |
| 2024-06-30 | $9.7M | 118k | 82.97 |
| 2023-12-31 | $5.8M | 66k | 88.36 |
| 2023-09-30 | $4.5M | 59k | 75.66 |
| 2023-06-30 | $4.7M | 56k | 83.56 |
| 2023-03-31 | $3.9M | 147k | 26.33 |
| 2022-12-31 | $3.3M | 38k | 87.14 |
| 2022-09-30 | $2.9M | 36k | 80.18 |
| 2022-06-30 | $2.9M | 32k | 91.12 |
| 2022-03-31 | $4.1M | 38k | 108.36 |
| 2021-12-31 | $4.3M | 37k | 116.01 |
| 2021-09-30 | $3.4M | 34k | 101.43 |
| 2021-06-30 | $3.0M | 30k | 101.78 |
| 2021-03-31 | $2.5M | 27k | 91.84 |
| 2020-12-31 | $2.0M | 24k | 84.94 |
| 2020-09-30 | $1.6M | 20k | 78.94 |
| 2020-06-30 | $1.4M | 18k | 78.53 |
| 2020-03-31 | $2.0M | 28k | 69.86 |
| 2019-12-31 | $2.3M | 25k | 92.78 |
More positions owned by Strategic Wealth Designers
View all positions for Strategic Wealth Designers