Vanguard REIT ETF shares owned by TrueWealth Financial Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by TrueWealth Financial Partners
from 13F filings
Historical chart of TrueWealth Financial Partners investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by TrueWealth Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard REIT ETF by TrueWealth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 113k | 91.42 |
| 2025-06-30 | $13M | 143k | 89.06 |
| 2025-03-31 | $14M | 153k | 90.54 |
| 2024-12-31 | $14M | 162k | 89.08 |
| 2024-09-30 | $16M | 161k | 97.42 |
| 2024-06-30 | $13M | 151k | 83.76 |
| 2024-03-31 | $12M | 139k | 86.48 |
| 2023-12-31 | $12M | 137k | 88.36 |
| 2023-09-30 | $10M | 135k | 75.66 |
| 2023-06-30 | $11M | 127k | 83.56 |
| 2023-03-31 | $10M | 125k | 83.04 |
| 2022-12-31 | $9.1M | 110k | 82.48 |
| 2022-09-30 | $8.4M | 105k | 80.17 |
| 2022-06-30 | $9.3M | 102k | 91.11 |
| 2022-03-31 | $11M | 97k | 108.37 |
| 2021-12-31 | $11M | 95k | 116.01 |
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