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Vanguard REIT ETF shares owned by Optimal Asset Management

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

Historical chart of Optimal Asset Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Optimal 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 Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $761k 7.5k 101.72
2021-06-30 $1.5M 15k 101.79
2021-03-31 $1.3M 15k 91.81
2020-12-31 $1.2M 15k 84.87
2020-09-30 $1.2M 16k 78.96
2020-06-30 $649k 8.3k 78.51
2020-03-31 $530k 7.6k 69.89
2019-12-31 $507k 5.5k 92.84