ATMOS ADVISORY, LLC VNQ Holdings History

Number of Shares
94,497.00
Current Holdings Value*
$8.42 Mil
% of Portfolio
5.36%
Total Estimate Gain
$-710,525.65
% of Total Estimate Gain
-7.19%

ATMOS ADVISORY, LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-06-30, ATMOS ADVISORY, LLC held 94,497.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $8.42 Mil. This investment constitutes 5.36% of their stock portfolio, and ATMOS ADVISORY, LLC now holds 0.03% 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 10 purchases of VNQ, at an average price of $97.02, for a total of 101,812.00 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 $89.77, ATMOS ADVISORY, LLC's estimated gain on his VNQ holdings is $-710,525.65, reflecting a -7.19% gain to date.

ATMOS ADVISORY, LLC VNQ ($89.77) Holding Chart

ATMOS ADVISORY, LLC VNQ ($89.77) 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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