Vanguard REIT ETF shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $234k | 2.7k | 86.48 |
2023-12-31 | $214k | 2.4k | 88.36 |
2023-09-30 | $110k | 1.5k | 75.66 |
2023-06-30 | $116k | 1.4k | 83.56 |
2023-03-31 | $115k | 1.4k | 83.04 |
2022-12-31 | $111k | 1.3k | 82.48 |
2022-09-30 | $110k | 1.4k | 80.35 |
2022-06-30 | $128k | 1.4k | 91.43 |
2022-03-31 | $152k | 1.4k | 108.57 |
2021-12-31 | $87k | 754 | 115.38 |
2021-09-30 | $74k | 729 | 101.51 |
2021-06-30 | $76k | 742 | 102.43 |
2021-03-31 | $71k | 773 | 91.85 |
2020-12-31 | $64k | 758 | 84.43 |
2020-09-30 | $60k | 758 | 79.16 |
2020-06-30 | $54k | 687 | 78.60 |
2020-03-31 | $134k | 1.9k | 69.90 |
2019-12-31 | $59k | 631 | 93.50 |
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