Adaptive Financial Consulting, LLC VNQ Holdings History
Adaptive Financial Consulting, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Adaptive Financial Consulting, LLC held 110,047.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $9.96 Mil. This investment constitutes 4.27% of their stock portfolio, and Adaptive Financial Consulting, LLC now holds 0.03% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2019Q4. And since then Adaptive Financial Consulting, LLC has made 14 purchases of VNQ, at an average price of $91.36, for a total of 132,853.00 shares. In addition, there have been 7 sales at an average price of $83.20 for 22,806.00 shares. Based on historical transaction data and VNQ's current price of $88.49, Adaptive Financial Consulting, LLC's estimated gain on his VNQ holdings is $-502,459.16, reflecting a -4.14% gain to date.
Adaptive Financial Consulting, LLC VNQ ($88.49) Holding Chart
Adaptive Financial Consulting, LLC VNQ ($88.49) 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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