Vanguard REIT ETF shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 146k | 86.48 |
| 2023-12-31 | $12M | 140k | 88.36 |
| 2023-09-30 | $10M | 133k | 75.66 |
| 2023-06-30 | $11M | 126k | 84.38 |
| 2023-03-31 | $11M | 127k | 83.04 |
| 2022-12-31 | $10M | 122k | 82.48 |
| 2022-09-30 | $9.7M | 121k | 80.17 |
| 2022-06-30 | $11M | 118k | 91.11 |
| 2022-03-31 | $12M | 111k | 108.37 |
| 2021-12-31 | $12M | 107k | 116.01 |
| 2021-09-30 | $10M | 98k | 101.78 |
| 2021-06-30 | $492k | 4.8k | 101.80 |
| 2021-03-31 | $445k | 4.8k | 91.85 |
| 2020-12-31 | $421k | 5.0k | 84.88 |
| 2020-09-30 | $435k | 5.5k | 78.93 |
| 2020-06-30 | $372k | 4.7k | 78.51 |
| 2020-03-31 | $379k | 5.4k | 69.77 |
| 2019-12-31 | $637k | 6.9k | 92.79 |
| 2019-09-30 | $699k | 7.5k | 93.29 |
| 2019-06-30 | $653k | 7.5k | 87.39 |
| 2019-03-31 | $658k | 7.5k | 88.06 |
| 2018-12-31 | $893k | 12k | 74.61 |
| 2018-09-30 | $1.3M | 16k | 80.68 |
| 2018-06-30 | $1.4M | 18k | 81.46 |
| 2018-03-31 | $1.5M | 19k | 75.47 |
| 2017-12-31 | $4.5M | 55k | 82.98 |