AGILIS PARTNERS LLC VNQ Holdings History
AGILIS PARTNERS LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2024-12-31, AGILIS PARTNERS LLC held 64,137.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.71 Mil. This investment constitutes 1.72% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2019Q4. And since then AGILIS PARTNERS LLC has made 8 purchases of VNQ, at an average price of $83.75, for a total of 149,658.00 shares. In addition, there have been 6 sales at an average price of $89.55 for 85,521.00 shares. Based on historical transaction data and VNQ's current price of $89.94, AGILIS PARTNERS LLC's estimated gain on his VNQ holdings is $893,158.15, reflecting a 7.13% gain to date.
AGILIS PARTNERS LLC VNQ ($89.94) Holding Chart
AGILIS PARTNERS LLC VNQ ($89.94) 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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