Sweeney & Michel »

Vanguard REIT ETF shares owned by Sweeney & Michel

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2023-09-30 $963k 13k 76.09
2023-06-30 $1.1M 13k 83.53
2023-03-31 $979k 12k 82.17

More positions owned by Sweeney & Michel

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Capital Group Dividend Growe Shs Etf (CGDG)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group International SHS (CGIE)
TriCo Bancshares (TCBK)

View all positions for Sweeney & Michel

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