Vanguard REIT ETF shares owned by Waldron
Historical chart of Waldron investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Waldron consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard REIT ETF by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 36k | 91.42 |
| 2025-06-30 | $3.2M | 36k | 89.06 |
| 2025-03-31 | $3.5M | 39k | 90.54 |
| 2024-12-31 | $4.0M | 45k | 89.08 |
| 2024-09-30 | $4.5M | 46k | 98.23 |
| 2024-06-30 | $4.0M | 47k | 84.79 |
| 2024-03-31 | $4.1M | 47k | 86.48 |
| 2023-12-31 | $4.8M | 54k | 88.35 |
| 2023-09-30 | $4.6M | 61k | 76.38 |
| 2023-06-30 | $5.3M | 63k | 84.48 |
| 2023-03-31 | $5.7M | 68k | 83.03 |
| 2022-12-31 | $6.4M | 80k | 80.17 |
| 2022-09-30 | $6.4M | 80k | 80.17 |
| 2022-06-30 | $7.5M | 82k | 91.10 |
| 2022-03-31 | $9.1M | 84k | 108.36 |
| 2021-12-31 | $9.7M | 84k | 116.01 |
| 2021-09-30 | $8.7M | 86k | 101.77 |
| 2021-06-30 | $8.1M | 80k | 101.78 |
| 2021-03-31 | $7.6M | 83k | 91.86 |
| 2020-12-31 | $7.1M | 83k | 84.92 |
| 2020-09-30 | $6.4M | 81k | 78.95 |
| 2020-06-30 | $15M | 195k | 78.53 |
| 2020-03-31 | $9.4M | 134k | 69.85 |
| 2019-12-31 | $5.6M | 60k | 92.78 |
| 2019-09-30 | $4.5M | 48k | 93.25 |
| 2019-06-30 | $3.2M | 36k | 88.20 |
| 2019-03-31 | $2.8M | 33k | 87.51 |
| 2018-12-31 | $1.7M | 23k | 74.56 |
| 2018-09-30 | $889k | 11k | 80.64 |
| 2018-06-30 | $360k | 4.4k | 81.45 |