Vanguard REIT ETF shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $74k | 850 | 86.48 |
| 2023-12-31 | $84k | 950 | 88.36 |
| 2023-09-30 | $88k | 1.2k | 75.66 |
| 2023-06-30 | $98k | 1.2k | 83.53 |
| 2023-03-31 | $301k | 3.6k | 83.29 |
| 2022-12-31 | $547k | 6.8k | 80.13 |
| 2022-09-30 | $547k | 6.8k | 80.13 |
| 2022-06-30 | $640k | 7.0k | 91.13 |
| 2022-03-31 | $633k | 5.8k | 108.35 |
| 2021-12-31 | $410k | 3.5k | 116.05 |
| 2021-09-30 | $347k | 3.4k | 101.70 |
| 2021-06-30 | $332k | 3.3k | 101.68 |
| 2021-03-31 | $268k | 2.9k | 91.94 |
| 2019-09-30 | $211k | 2.3k | 93.28 |
| 2019-06-30 | $248k | 2.8k | 87.26 |
| 2019-03-31 | $228k | 2.6k | 86.86 |
| 2018-12-31 | $205k | 2.8k | 74.41 |
| 2018-09-30 | $212k | 2.6k | 80.76 |
| 2018-06-30 | $208k | 2.6k | 81.57 |
| 2018-03-31 | $188k | 2.5k | 75.62 |
| 2017-12-31 | $192k | 2.5k | 77.23 |
| 2017-09-30 | $166k | 2.0k | 83.17 |
| 2017-06-30 | $166k | 2.0k | 83.17 |
| 2017-03-31 | $4.1M | 50k | 82.60 |
| 2016-12-31 | $4.4M | 53k | 82.53 |