Vanguard REIT ETF shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.7M | 89k | 97.42 |
| 2024-06-30 | $8.0M | 95k | 83.76 |
| 2024-03-31 | $8.7M | 101k | 86.48 |
| 2023-12-31 | $9.2M | 104k | 88.36 |
| 2023-09-30 | $8.4M | 110k | 75.66 |
| 2023-06-30 | $9.9M | 119k | 83.56 |
| 2023-03-31 | $11M | 127k | 83.04 |
| 2022-12-31 | $11M | 132k | 82.48 |
| 2022-09-30 | $7.9M | 99k | 80.17 |
| 2022-06-30 | $9.6M | 106k | 91.11 |
| 2022-03-31 | $11M | 101k | 108.37 |
| 2021-12-31 | $13M | 115k | 116.01 |
| 2021-09-30 | $12M | 120k | 101.78 |
| 2021-06-30 | $13M | 129k | 101.79 |
| 2021-03-31 | $13M | 137k | 91.86 |
| 2020-12-31 | $12M | 141k | 84.93 |
| 2020-09-30 | $11M | 144k | 78.96 |
| 2020-06-30 | $12M | 147k | 78.53 |
| 2020-03-31 | $10M | 149k | 69.85 |
| 2019-12-31 | $21M | 222k | 92.79 |
| 2019-09-30 | $21M | 227k | 93.25 |
| 2019-06-30 | $20M | 226k | 87.40 |
| 2019-03-31 | $19M | 223k | 86.91 |
| 2018-12-31 | $17M | 223k | 74.57 |
| 2018-09-30 | $13M | 166k | 80.68 |
| 2018-06-30 | $13M | 164k | 81.45 |
| 2018-03-31 | $14M | 184k | 75.47 |
| 2017-12-31 | $9.8M | 118k | 82.98 |
| 2017-09-30 | $8.7M | 104k | 83.09 |
| 2017-06-30 | $7.8M | 93k | 83.23 |
| 2017-03-31 | $8.0M | 97k | 82.59 |
| 2016-12-31 | $7.5M | 90k | 82.53 |
| 2016-09-30 | $7.0M | 81k | 86.74 |
| 2016-06-30 | $6.9M | 78k | 88.67 |
| 2016-03-31 | $6.2M | 74k | 83.80 |
| 2015-12-31 | $5.8M | 73k | 79.73 |
| 2015-09-30 | $5.8M | 77k | 75.54 |
| 2015-06-30 | $5.4M | 65k | 84.31 |