Vanguard REIT ETF shares owned by WMS Partners
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 13k | 97.42 |
| 2024-06-30 | $1.0M | 12k | 83.76 |
| 2024-03-31 | $1.1M | 13k | 86.48 |
| 2023-12-31 | $1.1M | 13k | 88.36 |
| 2023-09-30 | $480k | 6.3k | 75.66 |
| 2023-06-30 | $590k | 7.1k | 83.56 |
| 2023-03-31 | $202k | 2.4k | 83.05 |
| 2022-12-31 | $201k | 2.4k | 82.49 |
| 2022-09-30 | $844k | 11k | 80.18 |
| 2022-06-30 | $852k | 9.4k | 91.10 |
| 2022-03-31 | $230k | 2.1k | 108.24 |
| 2021-09-30 | $200k | 2.0k | 101.63 |
| 2021-06-30 | $200k | 2.0k | 101.94 |
| 2020-12-31 | $225k | 2.6k | 85.10 |
| 2020-09-30 | $200k | 2.5k | 78.83 |
| 2017-06-30 | $694k | 8.3k | 83.20 |
| 2014-03-31 | $521k | 7.4k | 70.59 |
| 2013-12-31 | $428k | 6.6k | 64.55 |
| 2013-09-30 | $348k | 5.3k | 66.17 |
| 2013-06-30 | $362k | 5.3k | 68.65 |
| 2013-03-31 | $398k | 5.6k | 70.59 |
| 2012-12-31 | $371k | 5.6k | 65.80 |
| 2012-09-30 | $355k | 5.5k | 64.97 |
| 2012-06-30 | $385k | 5.9k | 65.48 |
| 2012-03-31 | $302k | 5.0k | 60.06 |
| 2011-12-31 | $373k | 6.4k | 58.05 |
| 2011-09-30 | $282k | 5.5k | 50.83 |
| 2011-06-30 | $302k | 5.0k | 60.06 |