Vanguard REIT ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 28k | 86.48 |
| 2023-12-31 | $2.4M | 28k | 88.36 |
| 2023-09-30 | $2.4M | 32k | 75.66 |
| 2023-06-30 | $2.7M | 32k | 83.56 |
| 2023-03-31 | $2.7M | 32k | 83.04 |
| 2022-12-31 | $2.7M | 33k | 82.48 |
| 2022-09-30 | $2.6M | 33k | 79.27 |
| 2022-06-30 | $3.0M | 33k | 91.12 |
| 2022-03-31 | $3.6M | 33k | 109.70 |
| 2021-12-31 | $3.8M | 33k | 116.01 |
| 2021-09-30 | $3.3M | 32k | 102.53 |
| 2021-06-30 | $3.3M | 32k | 101.79 |
| 2021-03-31 | $3.1M | 31k | 98.06 |
| 2020-12-31 | $2.7M | 31k | 84.92 |
| 2020-09-30 | $2.4M | 31k | 78.96 |
| 2020-06-30 | $2.4M | 31k | 78.53 |
| 2020-03-31 | $2.0M | 29k | 69.84 |