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Vanguard REIT ETF shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 440 86.42
2023-12-31 $47k 526 88.36

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Merck & Co (MRK)
Lockheed Martin Corporation (LMT)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

Top funds holding Vanguard REIT ETF

Creative Planning
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Goldman Sachs Group
Wealthfront Advisers
Northwestern Mutual Wealth Management Company
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Us Bancorp
Financial Engines Advisors L.L.C
Mivtachim The Workers Social Insurance Fund
UBS Group
Envestnet Asset Management
Charles Schwab Investment Management

View all funds holding Vanguard REIT ETF