Vanguard REIT ETF shares owned by Peak Financial Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 3.7k | 91.42 |
| 2025-06-30 | $367k | 4.1k | 89.08 |
| 2025-03-31 | $371k | 4.1k | 90.56 |
| 2024-12-31 | $410k | 4.6k | 89.10 |
| 2024-09-30 | $445k | 4.6k | 97.44 |
| 2024-06-30 | $348k | 4.2k | 83.78 |
| 2024-03-31 | $358k | 4.1k | 86.48 |
| 2023-12-31 | $330k | 3.7k | 88.36 |
| 2023-09-30 | $378k | 5.0k | 75.66 |
| 2023-06-30 | $3.0M | 36k | 83.56 |
| 2023-03-31 | $3.7M | 45k | 83.04 |
| 2022-12-31 | $3.8M | 46k | 82.48 |
| 2022-09-30 | $3.7M | 46k | 80.18 |
| 2022-06-30 | $4.5M | 49k | 91.11 |
| 2022-03-31 | $5.3M | 49k | 108.37 |
| 2021-12-31 | $5.5M | 48k | 116.01 |
| 2021-09-30 | $5.0M | 49k | 101.77 |
| 2021-06-30 | $4.9M | 48k | 101.79 |
| 2021-03-31 | $4.5M | 49k | 91.85 |
| 2020-12-31 | $4.1M | 49k | 84.93 |
| 2020-09-30 | $3.7M | 46k | 78.95 |
| 2020-06-30 | $3.6M | 46k | 78.53 |
| 2020-03-31 | $3.6M | 52k | 69.84 |
| 2019-12-31 | $4.9M | 53k | 92.79 |
| 2019-09-30 | $5.1M | 55k | 93.26 |
| 2019-06-30 | $4.8M | 55k | 87.39 |
| 2019-03-31 | $4.9M | 57k | 86.90 |
| 2018-12-31 | $6.0M | 81k | 74.57 |
| 2018-09-30 | $7.0M | 86k | 80.68 |
| 2018-06-30 | $7.4M | 91k | 81.45 |
| 2018-03-31 | $7.0M | 93k | 75.47 |
| 2017-12-31 | $8.5M | 103k | 82.98 |
| 2017-09-30 | $8.7M | 105k | 83.09 |
| 2017-06-30 | $8.7M | 105k | 83.23 |
| 2017-03-31 | $8.6M | 104k | 82.59 |
| 2016-12-31 | $8.3M | 101k | 82.53 |
| 2016-09-30 | $9.6M | 111k | 86.74 |
| 2016-06-30 | $10M | 115k | 88.67 |
| 2015-12-31 | $10M | 129k | 79.73 |