Vanguard REIT ETF shares owned by Perissos Private Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Perissos Private Wealth Management
from 13F filings
Historical chart of Perissos Private Wealth Management investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Perissos Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard REIT ETF by Perissos Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 2.4k | 91.42 |
| 2025-06-30 | $310k | 3.5k | 89.06 |
| 2025-03-31 | $315k | 3.5k | 90.53 |
| 2024-12-31 | $332k | 3.7k | 89.08 |
| 2024-09-30 | $362k | 3.7k | 97.42 |
| 2024-06-30 | $317k | 3.8k | 83.76 |
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