Vanguard REIT ETF shares owned by Waterford Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Waterford Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.1M | 21k | 97.42 |
2024-06-30 | $1.8M | 22k | 83.76 |
2024-03-31 | $1.9M | 22k | 86.48 |
2023-09-30 | $1.6M | 21k | 75.66 |
2023-06-30 | $1.9M | 23k | 83.58 |
2023-03-31 | $1.9M | 23k | 83.05 |
2022-12-31 | $1.9M | 23k | 82.49 |