Vanguard REIT ETF shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $802k | 8.8k | 91.42 |
| 2025-06-30 | $785k | 8.8k | 89.06 |
| 2025-03-31 | $737k | 8.1k | 90.54 |
| 2024-12-31 | $725k | 8.1k | 89.08 |
| 2024-09-30 | $600k | 6.3k | 95.13 |
| 2024-06-30 | $527k | 6.3k | 83.76 |
| 2024-03-31 | $545k | 6.3k | 86.48 |
| 2023-12-31 | $602k | 6.8k | 88.36 |
| 2023-09-30 | $417k | 5.5k | 75.66 |
| 2023-06-30 | $506k | 6.1k | 83.56 |
| 2023-03-31 | $396k | 4.8k | 83.04 |
| 2022-12-31 | $416k | 5.0k | 82.48 |
| 2022-09-30 | $298k | 3.6k | 81.89 |
| 2022-06-30 | $419k | 4.6k | 91.07 |
| 2022-03-31 | $369k | 3.3k | 110.45 |
| 2021-12-31 | $400k | 3.5k | 115.94 |
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