Vanguard REIT ETF shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $820k | 8.4k | 97.42 |
| 2024-06-30 | $963k | 12k | 83.76 |
| 2024-03-31 | $1.1M | 13k | 86.48 |
| 2023-12-31 | $1.0M | 12k | 88.36 |
| 2023-09-30 | $887k | 12k | 75.66 |
| 2023-06-30 | $977k | 12k | 83.56 |
| 2023-03-31 | $968k | 12k | 83.04 |
| 2022-12-31 | $847k | 10k | 82.48 |
| 2022-09-30 | $872k | 10k | 84.92 |
| 2022-06-30 | $948k | 10k | 91.09 |
| 2022-03-31 | $1.1M | 10k | 108.34 |
| 2021-12-31 | $1.3M | 12k | 116.03 |
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