Vanguard REIT ETF shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 29k | 86.48 |
| 2023-12-31 | $2.9M | 33k | 88.36 |
| 2023-09-30 | $2.5M | 33k | 75.66 |
| 2023-06-30 | $2.8M | 33k | 83.56 |
| 2023-03-31 | $2.9M | 34k | 83.04 |
| 2022-12-31 | $3.2M | 39k | 82.48 |
| 2022-09-30 | $2.7M | 35k | 78.14 |
| 2022-06-30 | $3.3M | 36k | 91.09 |
| 2022-03-31 | $4.0M | 37k | 108.36 |
| 2021-12-31 | $4.2M | 36k | 116.00 |
| 2021-09-30 | $3.7M | 36k | 101.79 |
| 2021-06-30 | $3.8M | 37k | 101.78 |
| 2021-03-31 | $3.3M | 36k | 91.86 |
| 2020-12-31 | $3.2M | 38k | 84.94 |
| 2020-09-30 | $3.0M | 38k | 78.97 |
| 2020-06-30 | $7.1M | 91k | 78.53 |
| 2020-03-31 | $6.8M | 98k | 69.85 |
| 2019-12-31 | $11M | 114k | 92.79 |
More positions owned by Vista Wealth Management Group
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