Vanguard REIT ETF shares owned by West Financial Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 15k | 86.48 |
| 2023-12-31 | $1.3M | 15k | 88.36 |
| 2023-09-30 | $1.1M | 15k | 75.66 |
| 2023-06-30 | $9.6M | 115k | 83.56 |
| 2023-03-31 | $9.2M | 110k | 83.04 |
| 2022-12-31 | $8.9M | 109k | 82.48 |
| 2022-09-30 | $7.1M | 89k | 80.17 |
| 2022-06-30 | $7.6M | 84k | 91.11 |
| 2022-03-31 | $977k | 9.0k | 108.39 |
| 2021-12-31 | $260k | 2.2k | 115.86 |
| 2021-09-30 | $240k | 2.4k | 101.91 |
| 2021-06-30 | $54k | 530 | 101.89 |
| 2021-03-31 | $49k | 530 | 92.45 |
| 2020-12-31 | $45k | 530 | 84.91 |