Vanguard REIT ETF shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 2.6k | 91.41 |
| 2025-06-30 | $219k | 2.5k | 89.07 |
| 2024-12-31 | $226k | 2.5k | 92.05 |
| 2024-06-30 | $213k | 2.5k | 83.76 |
| 2024-03-31 | $220k | 2.5k | 86.48 |
| 2023-12-31 | $216k | 2.4k | 88.36 |
| 2023-06-30 | $201k | 2.4k | 83.57 |
| 2022-12-31 | $208k | 2.5k | 82.47 |
| 2022-09-30 | $249k | 3.1k | 80.18 |
| 2022-06-30 | $256k | 2.8k | 91.14 |
| 2019-09-30 | $130k | 1.4k | 93.25 |
| 2019-06-30 | $92k | 1.1k | 86.96 |
| 2019-03-31 | $200k | 2.4k | 84.91 |
| 2018-12-31 | $189k | 2.4k | 78.85 |
| 2018-09-30 | $214k | 2.7k | 80.54 |
| 2018-06-30 | $331k | 4.1k | 81.37 |
| 2018-03-31 | $779k | 10k | 75.50 |
| 2017-12-31 | $1.2M | 14k | 84.91 |