Vanguard REIT ETF shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Charter Oak Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $350k | 3.6k | 97.43 |
2024-06-30 | $272k | 3.2k | 83.75 |
2024-03-31 | $322k | 3.7k | 86.48 |
2023-12-31 | $254k | 2.9k | 88.35 |
2023-09-30 | $350k | 4.6k | 75.67 |
2023-06-30 | $413k | 4.9k | 83.57 |
2023-03-31 | $354k | 4.3k | 83.05 |
2022-12-31 | $341k | 4.1k | 82.48 |
2022-09-30 | $330k | 4.1k | 80.12 |
2022-06-30 | $432k | 4.7k | 91.00 |
2022-03-31 | $411k | 3.8k | 108.44 |
2021-12-31 | $419k | 3.6k | 115.94 |
2021-09-30 | $363k | 3.6k | 101.74 |
2021-06-30 | $340k | 3.3k | 101.67 |
2021-03-31 | $328k | 3.6k | 91.83 |
2020-12-31 | $292k | 3.4k | 84.96 |
More positions owned by Charter Oak Capital Management
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