Vanguard REIT ETF shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 75k | 86.48 |
| 2023-12-31 | $6.7M | 75k | 88.36 |
| 2023-09-30 | $5.4M | 72k | 75.66 |
| 2023-06-30 | $6.1M | 73k | 83.56 |
| 2023-03-31 | $6.0M | 73k | 83.04 |
| 2022-12-31 | $5.8M | 71k | 82.48 |
| 2022-09-30 | $5.5M | 68k | 80.18 |
| 2022-06-30 | $7.2M | 80k | 91.11 |
| 2022-03-31 | $8.6M | 79k | 108.37 |
| 2021-12-31 | $2.8M | 32k | 86.90 |
| 2021-09-30 | $3.2M | 32k | 101.79 |
| 2021-06-30 | $3.4M | 33k | 101.80 |
| 2021-03-31 | $3.3M | 36k | 91.86 |
| 2020-12-31 | $2.9M | 34k | 84.92 |
| 2020-09-30 | $2.7M | 34k | 78.95 |
| 2020-06-30 | $2.8M | 36k | 78.53 |
| 2020-03-31 | $2.2M | 32k | 69.85 |
| 2019-12-31 | $2.9M | 31k | 92.79 |
| 2019-09-30 | $2.8M | 30k | 93.25 |
| 2019-06-30 | $2.7M | 30k | 87.41 |
| 2019-03-31 | $2.8M | 32k | 86.90 |
| 2018-12-31 | $2.6M | 35k | 74.57 |