Aletheian Wealth Advisors LLC VNQ Holdings History
Aletheian Wealth Advisors LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-06-30, Aletheian Wealth Advisors LLC held 64,249.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.72 Mil. This investment constitutes 2.81% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 11 purchases of VNQ, at an average price of $92.64, for a total of 76,168.00 shares. In addition, there have been 3 sales at an average price of $86.12 for 11,919.00 shares. Based on historical transaction data and VNQ's current price of $90.23, Aletheian Wealth Advisors LLC's estimated gain on his VNQ holdings is $-233,108.46, reflecting a -3.30% gain to date.
Aletheian Wealth Advisors LLC VNQ ($90.23) Holding Chart
Aletheian Wealth Advisors LLC VNQ ($90.23) 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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