Vanguard REIT ETF shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143k | 1.6k | 91.42 |
| 2025-06-30 | $143k | 1.6k | 89.05 |
| 2025-03-31 | $159k | 1.8k | 90.53 |
| 2024-12-31 | $147k | 1.6k | 89.06 |
| 2024-09-30 | $181k | 1.9k | 97.88 |
| 2024-06-30 | $155k | 1.8k | 84.36 |
| 2024-03-31 | $157k | 1.8k | 86.50 |