Vanguard REIT ETF shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $309k | 3.5k | 88.49 |
| 2025-09-30 | $428k | 4.7k | 91.43 |
| 2025-06-30 | $436k | 4.9k | 89.06 |
| 2025-03-31 | $466k | 5.1k | 90.54 |
| 2024-12-31 | $447k | 5.0k | 89.08 |
| 2024-09-30 | $423k | 4.3k | 97.42 |
| 2024-06-30 | $421k | 5.0k | 83.75 |
| 2024-03-31 | $391k | 4.5k | 86.49 |
| 2023-12-31 | $383k | 4.3k | 88.36 |
| 2023-09-30 | $276k | 3.6k | 75.66 |
| 2023-06-30 | $304k | 3.6k | 83.56 |
| 2023-03-31 | $327k | 3.9k | 83.04 |
| 2022-12-31 | $297k | 3.6k | 82.48 |
| 2022-09-30 | $285k | 3.6k | 80.28 |
| 2022-06-30 | $319k | 3.5k | 91.20 |
| 2022-03-31 | $363k | 3.4k | 108.26 |
| 2021-12-31 | $341k | 3.4k | 101.58 |
More positions owned by Capital Performance Advisors
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