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Vanguard REIT ETF shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard REIT ETF by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $640k 7.4k 86.48
2023-12-31 $632k 7.1k 88.37
2023-09-30 $653k 8.6k 75.66
2023-06-30 $730k 8.7k 83.56
2023-03-31 $707k 8.5k 83.04
2022-12-31 $749k 9.1k 82.48
2022-09-30 $669k 8.3k 80.15
2022-06-30 $913k 10k 91.07
2022-03-31 $1.1M 11k 108.35
2021-12-31 $1.2M 11k 116.04
2021-09-30 $1.1M 11k 101.76
2021-06-30 $1.2M 11k 101.80
2021-03-31 $1.0M 11k 91.89
2020-12-31 $1.1M 12k 84.91
2020-09-30 $1.7M 21k 78.94
2020-06-30 $1.9M 24k 78.51
2020-03-31 $2.5M 36k 69.84
2019-12-31 $3.2M 35k 92.79
2019-09-30 $3.0M 32k 93.25
2019-06-30 $2.3M 27k 87.42
2019-03-31 $2.1M 24k 86.90
2018-12-31 $1.5M 20k 74.59
2018-03-31 $1.4M 18k 75.45
2017-12-31 $1.7M 20k 82.98
2017-09-30 $1.7M 20k 83.09
2017-06-30 $1.9M 23k 83.21
2017-03-31 $2.0M 24k 82.57
2016-12-31 $2.3M 28k 82.55
2016-09-30 $1.9M 21k 86.76
2016-06-30 $1.8M 21k 88.67
2016-03-31 $698k 8.3k 83.74
2015-12-31 $643k 8.1k 79.78
2015-09-30 $615k 8.1k 75.60
2015-06-30 $575k 7.7k 74.72
2015-03-31 $1.1M 14k 84.35
2014-12-31 $1.1M 14k 81.03

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Vanguard REIT ETF

Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Empower Advisory Group
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF