Vanguard REIT ETF shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.0M | 34k | 88.36 |
| 2023-09-30 | $2.5M | 33k | 75.66 |
| 2023-06-30 | $2.9M | 35k | 83.56 |
| 2023-03-31 | $2.8M | 34k | 83.04 |
| 2022-12-31 | $2.8M | 34k | 82.48 |
| 2022-09-30 | $2.8M | 35k | 80.18 |
| 2022-06-30 | $3.1M | 34k | 91.12 |
| 2022-03-31 | $3.6M | 33k | 108.37 |
| 2021-12-31 | $3.8M | 33k | 116.00 |
| 2021-09-30 | $3.2M | 32k | 101.78 |
| 2021-06-30 | $3.1M | 31k | 101.78 |
| 2021-03-31 | $2.6M | 29k | 91.85 |
| 2020-12-31 | $2.2M | 26k | 84.92 |
More positions owned by Sterling Financial Planning
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