Vanguard REIT ETF shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $592k | 7.1k | 83.76 |
| 2024-03-31 | $523k | 6.0k | 86.49 |
| 2023-12-31 | $396k | 4.5k | 88.36 |
| 2022-06-30 | $239k | 2.5k | 94.73 |
| 2022-03-31 | $280k | 2.6k | 108.28 |
| 2021-12-31 | $403k | 3.5k | 115.04 |
| 2021-09-30 | $343k | 3.4k | 101.81 |
| 2021-06-30 | $344k | 3.4k | 101.87 |
| 2021-03-31 | $242k | 2.8k | 85.09 |
| 2020-12-31 | $227k | 2.9k | 78.79 |
| 2020-09-30 | $225k | 2.9k | 78.51 |
| 2020-06-30 | $284k | 3.6k | 78.47 |
| 2020-03-31 | $263k | 3.8k | 69.43 |
| 2019-12-31 | $264k | 2.8k | 94.96 |
| 2019-09-30 | $250k | 2.7k | 93.01 |
| 2019-06-30 | $236k | 2.7k | 87.41 |
| 2019-03-31 | $237k | 2.7k | 87.29 |
| 2018-12-31 | $203k | 2.7k | 74.69 |
| 2018-09-30 | $331k | 4.3k | 76.32 |
| 2018-06-30 | $295k | 3.9k | 75.58 |
| 2018-03-31 | $295k | 3.9k | 75.58 |
| 2017-12-31 | $265k | 3.2k | 82.89 |
| 2015-06-30 | $7.0k | 100 | 70.00 |
| 2015-03-31 | $8.0k | 100 | 80.00 |
| 2014-12-31 | $8.0k | 100 | 80.00 |
More positions owned by Summit Financial Wealth Advisors
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