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Vanguard REIT ETF shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Vanguard REIT ETF

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

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Quarterly reported holdings in Vanguard REIT ETF by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 29k 97.42
2024-06-30 $4.9M 59k 83.76
2024-03-31 $5.4M 62k 86.48
2023-12-31 $5.7M 65k 88.36
2023-09-30 $13M 172k 75.66
2023-06-30 $14M 171k 83.56
2023-03-31 $6.9M 83k 83.04
2022-12-31 $5.3M 64k 82.48
2022-09-30 $1.3M 16k 80.15
2022-06-30 $1.4M 16k 91.12
2022-03-31 $1.3M 12k 108.38
2021-12-31 $1.4M 12k 116.01
2021-09-30 $950k 9.3k 101.76
2021-06-30 $999k 9.8k 101.82
2021-03-31 $896k 9.8k 91.87
2020-12-31 $800k 9.4k 84.95
2020-09-30 $734k 9.3k 78.98
2020-06-30 $577k 7.3k 78.54
2020-03-31 $583k 7.4k 78.88
2019-12-31 $599k 6.5k 92.37
2019-09-30 $490k 5.3k 93.21
2019-06-30 $463k 5.3k 87.34
2019-03-31 $518k 6.0k 86.18
2018-12-31 $331k 4.1k 80.40
2018-09-30 $332k 4.1k 80.64
2018-06-30 $392k 4.8k 81.38
2018-03-31 $312k 4.1k 75.58
2017-09-30 $122k 1.5k 82.77
2017-06-30 $126k 1.5k 83.22
2017-03-31 $125k 1.5k 82.56
2016-12-31 $339k 4.0k 84.16
2016-09-30 $287k 3.3k 86.68
2016-06-30 $294k 3.3k 88.82
2015-12-31 $208k 2.6k 79.63
2014-12-31 $325k 4.0k 80.93
2014-06-30 $227k 3.0k 74.89
2011-09-30 $1.3M 16k 80.15

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Vanguard REIT ETF

Creative Planning
Morgan Stanley
Empower Advisory Group
Bank of America Corporation
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
Wells Fargo & Company
International Assets Investment Management
Financial Engines Advisors L.L.C
Axiom Advisory
Envestnet Asset Management

View all funds holding Vanguard REIT ETF