VESTIA PERSONAL WEALTH ADVISORS: VNQ position timeline

VESTIA PERSONAL WEALTH ADVISORS held 0 VNQ shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,363 shares

   13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,363 shares

   Change vs previous 13F +18 shares

   0.14% of the 13F portfolio, value $210,468.

   13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,345 shares

   Change vs previous 13F +22 shares

   0.17% of the 13F portfolio, value $212,278.

   13F-HR 0001785445-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,323 shares

   Change vs previous 13F +59 shares

   0.17% of the 13F portfolio, value $206,906.

   13F-HR 0002033299-25-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,264 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $220,522.

   13F-HR 0001831263-24-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).