Vanguard REIT ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 37k | 96.50 |
| 2024-06-30 | $3.2M | 36k | 89.13 |
| 2024-03-31 | $2.8M | 35k | 79.19 |
| 2023-12-31 | $2.9M | 34k | 85.91 |
| 2023-09-30 | $2.4M | 32k | 75.13 |
| 2023-06-30 | $2.6M | 31k | 84.38 |
| 2023-03-31 | $2.5M | 30k | 83.18 |
| 2022-12-31 | $2.6M | 29k | 88.31 |
| 2022-09-30 | $2.4M | 29k | 81.60 |
| 2022-06-30 | $2.8M | 29k | 98.17 |
| 2022-03-31 | $2.9M | 28k | 103.87 |
| 2021-12-31 | $2.3M | 21k | 111.05 |
| 2021-09-30 | $2.2M | 20k | 106.40 |
| 2021-06-30 | $2.1M | 20k | 104.98 |
| 2021-03-31 | $1.9M | 20k | 93.87 |
| 2020-12-31 | $1.8M | 20k | 88.42 |
| 2020-09-30 | $1.7M | 21k | 78.43 |
| 2020-06-30 | $1.7M | 21k | 82.54 |
| 2020-03-31 | $1.5M | 20k | 73.07 |
| 2019-12-31 | $1.5M | 16k | 93.41 |
| 2019-09-30 | $1.5M | 17k | 91.85 |