Vanguard REIT ETF shares owned by Sargent Investment Group
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $274k | 3.1k | 88.36 |
| 2023-09-30 | $206k | 2.7k | 75.66 |
| 2023-06-30 | $227k | 2.7k | 83.56 |
| 2022-12-31 | $242k | 2.9k | 82.48 |
| 2022-06-30 | $230k | 2.5k | 91.09 |
| 2022-03-31 | $295k | 2.7k | 108.26 |
| 2021-12-31 | $431k | 3.7k | 115.95 |
| 2021-09-30 | $347k | 3.4k | 101.91 |
| 2021-06-30 | $347k | 3.4k | 101.91 |
| 2021-03-31 | $343k | 3.7k | 91.93 |
| 2020-12-31 | $317k | 3.7k | 84.96 |
| 2020-09-30 | $610k | 7.7k | 78.91 |
| 2020-06-30 | $772k | 9.6k | 80.32 |
| 2020-03-31 | $625k | 8.9k | 69.86 |
| 2019-12-31 | $856k | 9.2k | 92.78 |
| 2019-09-30 | $856k | 9.2k | 93.29 |
| 2019-06-30 | $708k | 8.1k | 87.34 |
| 2019-03-31 | $282k | 3.2k | 87.01 |
| 2018-12-31 | $242k | 3.2k | 74.67 |