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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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