Vanguard REIT ETF shares owned by Whelan Financial
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 240k | 86.48 |
| 2023-12-31 | $21M | 241k | 88.36 |
| 2023-09-30 | $18M | 231k | 75.66 |
| 2023-06-30 | $18M | 219k | 83.56 |
| 2023-03-31 | $18M | 211k | 83.04 |
| 2022-12-31 | $16M | 190k | 82.48 |
| 2022-09-30 | $15M | 183k | 80.17 |
| 2022-06-30 | $16M | 172k | 91.11 |
| 2022-03-31 | $19M | 178k | 108.37 |
| 2021-12-31 | $19M | 166k | 116.01 |
| 2021-09-30 | $6.9M | 68k | 101.78 |