Accretive Wealth Partners, LLC VNQ Holdings History
Accretive Wealth Partners, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held - shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 14 purchases of VNQ, at an average price of $87.86, for a total of 14,137.00 shares. In addition, there have been 3 sales at an average price of $91.32 for 14,137.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Accretive Wealth Partners, LLC's estimated gain on his VNQ holdings is $48,923.55, reflecting a 3.94% gain to date.
Accretive Wealth Partners, LLC VNQ ($89.94) Holding Chart
Accretive Wealth 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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