Vanguard REIT ETF shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 232k | 97.42 |
| 2024-06-30 | $23M | 280k | 83.76 |
| 2024-03-31 | $21M | 240k | 86.48 |
| 2023-12-31 | $21M | 242k | 88.36 |
| 2023-09-30 | $18M | 236k | 75.66 |
| 2023-06-30 | $20M | 236k | 83.56 |
| 2023-03-31 | $19M | 224k | 83.04 |
| 2022-12-31 | $18M | 221k | 82.48 |
| 2022-09-30 | $20M | 243k | 80.17 |
| 2022-06-30 | $20M | 217k | 91.11 |
| 2022-03-31 | $17M | 157k | 108.37 |
| 2021-12-31 | $16M | 142k | 116.01 |
| 2021-09-30 | $14M | 134k | 101.78 |
| 2021-06-30 | $7.2M | 71k | 101.80 |
| 2021-03-31 | $6.0M | 65k | 91.86 |
| 2020-12-31 | $5.3M | 63k | 84.92 |
| 2020-09-30 | $5.0M | 63k | 78.97 |
| 2020-06-30 | $4.9M | 63k | 78.53 |
| 2020-03-31 | $4.1M | 59k | 69.86 |
| 2019-12-31 | $5.4M | 59k | 92.79 |
More positions owned by Pacific Capital Wealth Advisors
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