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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Upper Left Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
More positions owned by Upper Left Wealth Management
View all positions for Upper Left Wealth Management