Vanguard REIT ETF shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Keudell/Morrison Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $223k | 2.6k | 86.49 |
2022-12-31 | $207k | 2.5k | 82.48 |
2022-09-30 | $255k | 3.2k | 80.16 |
2022-06-30 | $274k | 3.0k | 91.00 |
2022-03-31 | $325k | 3.0k | 108.44 |
2021-03-31 | $4.4M | 48k | 91.86 |
2020-12-31 | $4.4M | 52k | 84.93 |
2020-09-30 | $4.2M | 53k | 78.96 |
More positions owned by Keudell/Morrison Wealth Management
View all positions for Keudell/Morrison Wealth Management