Archvest Wealth Advisors, Inc. VNQ Holdings History
Archvest Wealth Advisors, Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Archvest Wealth Advisors, Inc. held 89,016.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $8.06 Mil. This investment constitutes 6.67% of their stock portfolio, and Archvest Wealth Advisors, Inc. 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 Archvest Wealth Advisors, Inc. has made 11 purchases of VNQ, at an average price of $87.79, for a total of 123,075.00 shares. In addition, there have been 2 sales at an average price of $80.44 for 34,059.00 shares. Based on historical transaction data and VNQ's current price of $91.85, Archvest Wealth Advisors, Inc.'s estimated gain on his VNQ holdings is $110,781.34, reflecting a 1.03% gain to date.
Archvest Wealth Advisors, Inc. VNQ ($91.85) Holding Chart
Archvest Wealth Advisors, Inc. VNQ ($91.85) 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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