2040 Preservation Blend Portfolio VNQ Holdings History
2040 Preservation Blend Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2023-05-31, 2040 Preservation Blend Portfolio held 53,660.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $4.29 Mil. This investment constitutes 2.04% of their stock portfolio, and 2040 Preservation Blend Portfolio now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2019Q4. And since then 2040 Preservation Blend Portfolio has made 7 purchases of VNQ, at an average price of $86.97, for a total of 98,147.00 shares. In addition, there have been 5 sales at an average price of $87.71 for 44,487.00 shares. Based on historical transaction data and VNQ's current price of $89.22, 2040 Preservation Blend Portfolio's estimated gain on his VNQ holdings is $153,822.07, reflecting a 1.80% gain to date.
2040 Preservation Blend Portfolio VNQ ($89.22) Holding Chart
2040 Preservation Blend Portfolio VNQ ($89.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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