Vanguard REIT ETF shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by San Luis Wealth 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 San Luis Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $695k | 7.1k | 97.38 |
2024-06-30 | $437k | 5.2k | 83.72 |
2023-03-31 | $202k | 2.4k | 83.09 |
2022-03-31 | $954k | 8.2k | 116.04 |
2021-09-30 | $564k | 5.5k | 101.71 |
2020-12-31 | $1.0M | 12k | 84.93 |