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Vanguard REIT ETF shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 30k 88.36
2023-09-30 $2.3M 30k 76.39
2023-06-30 $2.5M 30k 84.49
2023-03-31 $2.9M 34k 83.04
2022-12-31 $2.2M 27k 82.48
2022-09-30 $1.7M 21k 80.17
2022-06-30 $2.1M 21k 97.22
2022-03-31 $2.2M 21k 108.37
2021-12-31 $2.2M 21k 104.22
2021-09-30 $1.8M 18k 101.81
2021-06-30 $1.8M 18k 101.81
2021-03-31 $1.6M 16k 95.91
2020-12-31 $1.5M 17k 89.57
2020-09-30 $1.4M 18k 78.94
2020-06-30 $1.5M 18k 82.17
2020-03-31 $1.0M 15k 69.82
2019-12-31 $1.5M 16k 92.80
2019-09-30 $773k 8.3k 93.22
2019-06-30 $737k 8.3k 88.81
2019-03-31 $626k 7.2k 87.53
2018-12-31 $1.2M 16k 73.58