ATMOS ADVISORY, LLC VNQ Holdings History
ATMOS ADVISORY, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, ATMOS ADVISORY, LLC held 86,920.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $7.87 Mil. This investment constitutes 5.28% of their stock portfolio, and ATMOS ADVISORY, LLC now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2021Q4. And since then ATMOS ADVISORY, LLC has made 9 purchases of VNQ, at an average price of $97.73, for a total of 94,235.00 shares. In addition, there have been 4 sales at an average price of $93.60 for 7,315.00 shares. Based on historical transaction data and VNQ's current price of $90.34, ATMOS ADVISORY, LLC's estimated gain on his VNQ holdings is $-672,177.34, reflecting a -7.30% gain to date.
ATMOS ADVISORY, LLC VNQ ($90.34) Holding Chart
ATMOS ADVISORY, LLC VNQ ($90.34) 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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