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Vanguard REIT ETF shares owned by PBWM Holdings

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by PBWM Holdings from 13F filings

Historical chart of PBWM Holdings investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by PBWM Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by PBWM Holdings

Quarter filed Position value Share count Share price at filing
2023-03-31 $203k 2.4k 83.04
2018-09-30 $301k 3.7k 80.76
2016-12-31 $256k 3.1k 82.58
2016-09-30 $496k 5.7k 86.65
2016-06-30 $777k 8.8k 88.66
2016-03-31 $1.3M 15k 83.73
2015-12-31 $899k 11k 79.77
2015-09-30 $430k 5.7k 75.49
2015-06-30 $447k 6.0k 74.70
2015-03-31 $4.6k 386 11.87