Vanguard REIT ETF shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Vanguard REIT ETF
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All positions including Vanguard REIT ETF held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard REIT ETF by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 3.4k | 91.42 |
| 2025-06-30 | $298k | 3.3k | 89.06 |
| 2025-03-31 | $443k | 4.9k | 90.54 |
| 2024-12-31 | $398k | 4.5k | 89.08 |
| 2024-09-30 | $360k | 3.7k | 98.23 |
| 2024-06-30 | $309k | 3.6k | 84.79 |
| 2024-03-31 | $348k | 4.0k | 86.47 |
| 2023-12-31 | $356k | 4.0k | 88.36 |
| 2023-09-30 | $368k | 4.8k | 76.38 |
| 2023-06-30 | $397k | 4.7k | 84.48 |
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