Vanguard REIT ETF shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Sage Mountain Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $24k | 245 | 97.42 |
2024-06-30 | $40k | 475 | 83.76 |
2024-03-31 | $1.2M | 14k | 86.48 |
2023-12-31 | $17k | 195 | 88.36 |
2023-09-30 | $156k | 2.1k | 75.67 |
2023-06-30 | $171k | 2.0k | 83.57 |
2023-03-31 | $208k | 2.5k | 83.05 |
2022-12-31 | $823k | 10k | 82.48 |
2022-09-30 | $146k | 1.8k | 80.22 |
2022-06-30 | $44k | 482 | 91.29 |
2022-03-31 | $45k | 414 | 108.70 |
2021-12-31 | $268k | 2.3k | 115.97 |
2021-09-30 | $235k | 2.3k | 101.69 |
2021-06-30 | $235k | 2.3k | 101.69 |