Vanguard REIT ETF shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.0M | 44k | 89.08 |
| 2024-09-30 | $4.5M | 46k | 97.42 |
| 2024-06-30 | $3.9M | 46k | 83.76 |
| 2024-03-31 | $4.2M | 49k | 86.48 |
| 2023-12-31 | $4.6M | 52k | 88.36 |
| 2023-09-30 | $4.0M | 53k | 75.66 |
| 2023-06-30 | $4.5M | 54k | 83.56 |
| 2023-03-31 | $4.4M | 53k | 83.04 |
| 2022-12-31 | $4.5M | 55k | 82.48 |
| 2022-09-30 | $3.2M | 40k | 80.17 |
| 2022-06-30 | $2.8M | 30k | 91.10 |
| 2022-03-31 | $215k | 2.0k | 108.31 |
More positions owned by Waller Financial Planning Group
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