Vanguard REIT ETF shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 2.2k | 91.42 |
| 2025-03-31 | $209k | 2.3k | 90.54 |
| 2024-12-31 | $328k | 3.7k | 89.08 |
| 2024-09-30 | $372k | 3.8k | 97.42 |
| 2024-06-30 | $343k | 4.1k | 83.76 |
| 2024-03-31 | $425k | 4.9k | 86.48 |
| 2023-12-31 | $460k | 5.2k | 88.36 |
| 2023-09-30 | $1.0M | 14k | 75.66 |
| 2023-06-30 | $1.3M | 16k | 83.56 |
| 2023-03-31 | $1.3M | 16k | 83.04 |
| 2022-12-31 | $1.3M | 15k | 82.48 |
| 2022-09-30 | $1.2M | 15k | 80.19 |
| 2022-06-30 | $1.4M | 15k | 91.13 |
| 2022-03-31 | $1.7M | 16k | 108.34 |
| 2021-12-31 | $1.9M | 16k | 116.04 |
| 2021-09-30 | $1.9M | 19k | 101.79 |
| 2021-06-30 | $2.3M | 22k | 101.80 |
| 2021-03-31 | $2.3M | 25k | 91.86 |
| 2020-12-31 | $2.7M | 31k | 84.92 |
More positions owned by Windward Private Wealth Management
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