Vanguard REIT ETF shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard REIT ETF by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 47k | 86.48 |
| 2023-12-31 | $3.6M | 41k | 88.36 |
| 2023-09-30 | $2.7M | 36k | 75.66 |
| 2023-06-30 | $2.9M | 35k | 83.56 |
| 2023-03-31 | $3.0M | 36k | 83.04 |
| 2022-06-30 | $3.6M | 39k | 91.10 |
| 2022-03-31 | $4.3M | 40k | 108.37 |
| 2021-12-31 | $5.2M | 45k | 116.01 |
| 2021-09-30 | $4.5M | 45k | 101.78 |
| 2021-06-30 | $4.7M | 44k | 106.28 |
| 2021-03-31 | $3.8M | 42k | 91.84 |
| 2020-12-31 | $3.3M | 38k | 84.93 |
| 2020-09-30 | $3.0M | 38k | 78.96 |
| 2020-06-30 | $3.0M | 38k | 78.53 |
| 2020-03-31 | $2.5M | 36k | 69.84 |
| 2019-12-31 | $3.2M | 34k | 92.77 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors