Occidental Asset Management »

Vanguard REIT ETF shares owned by Occidental Asset Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $376k 4.3k 86.48
2023-12-31 $384k 4.3k 88.36
2023-09-30 $375k 5.0k 75.66
2023-06-30 $415k 5.0k 83.56
2023-03-31 $429k 5.2k 83.04
2022-12-31 $426k 5.2k 82.48
2022-09-30 $414k 5.2k 80.23
2022-06-30 $471k 5.2k 91.01
2022-03-31 $561k 5.2k 108.30
2021-12-31 $601k 5.2k 116.02
2021-09-30 $527k 5.2k 101.74
2021-06-30 $527k 5.2k 101.74
2021-03-31 $476k 5.2k 91.89
2020-12-31 $440k 5.2k 84.94
2020-09-30 $407k 5.2k 78.88
2020-06-30 $414k 5.3k 78.48
2020-03-31 $368k 5.3k 69.76
2019-12-31 $485k 5.2k 92.82
2019-09-30 $473k 5.1k 93.20
2019-06-30 $460k 5.3k 87.37
2019-03-31 $458k 5.3k 86.97
2018-12-31 $393k 5.3k 74.64
2018-09-30 $425k 5.3k 80.72
2018-06-30 $474k 5.8k 81.42
2018-03-31 $446k 5.9k 75.41
2017-12-31 $512k 6.2k 82.91
2017-09-30 $516k 6.2k 83.04
2017-06-30 $507k 6.1k 83.16
2017-03-31 $513k 6.2k 82.58
2016-12-31 $2.2M 26k 82.55
2016-09-30 $1.5M 18k 86.71
2016-06-30 $1.5M 17k 88.66
2016-03-31 $989k 12k 83.83
2015-12-31 $997k 13k 79.72
2015-09-30 $891k 12k 75.53
2015-06-30 $1.6M 21k 74.68
2015-03-31 $1.7M 20k 84.33
2014-12-31 $1.1M 13k 80.97
2014-09-30 $917k 13k 71.86
2014-06-30 $680k 9.1k 74.86
2014-03-31 $452k 6.4k 70.64

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

Top funds holding Vanguard REIT ETF

Creative Planning
Empower Advisory Group
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Charles Schwab Investment Management
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management

View all funds holding Vanguard REIT ETF