Vanguard REIT ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard REIT ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 42k | 85.81 |
| 2023-12-31 | $15M | 178k | 84.94 |
| 2023-09-30 | $15M | 196k | 75.66 |
| 2023-06-30 | $14M | 170k | 83.56 |
| 2023-03-31 | $14M | 171k | 83.04 |
| 2022-12-31 | $15M | 176k | 82.48 |
| 2022-09-30 | $16M | 196k | 80.17 |
| 2022-06-30 | $31M | 336k | 91.11 |
| 2022-03-31 | $45M | 415k | 108.37 |
| 2021-12-31 | $49M | 422k | 116.01 |
| 2021-09-30 | $31M | 306k | 101.78 |
| 2021-06-30 | $36M | 354k | 101.79 |
| 2021-03-31 | $34M | 369k | 91.86 |
| 2020-12-31 | $44M | 521k | 84.93 |
| 2020-09-30 | $27M | 344k | 78.96 |
| 2020-06-30 | $26M | 333k | 78.53 |
| 2020-03-31 | $12M | 164k | 69.85 |
| 2019-12-31 | $12M | 127k | 92.79 |
| 2019-09-30 | $2.8M | 30k | 93.23 |
| 2019-06-30 | $7.8M | 89k | 87.40 |
| 2019-03-31 | $2.8M | 32k | 86.90 |
| 2018-12-31 | $688k | 9.2k | 74.60 |
| 2018-09-30 | $4.6M | 57k | 80.67 |
| 2018-06-30 | $4.5M | 55k | 81.45 |
| 2018-03-31 | $3.0M | 39k | 75.47 |
| 2017-12-31 | $2.8M | 34k | 82.99 |
| 2017-09-30 | $1.5M | 18k | 83.10 |
| 2017-06-30 | $1.6M | 20k | 83.25 |
| 2017-03-31 | $1.5M | 18k | 82.59 |