Aristotle Portfolio Optimization Aggressive Growth Fund VNQ Holdings History
Aristotle Portfolio Optimization Aggressive Growth Fund's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Aggressive Growth Fund held - shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Aristotle Portfolio Optimization Aggressive Growth Fund now holds 0% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2023Q2. And since then Aristotle Portfolio Optimization Aggressive Growth Fund has made 2 purchases of VNQ, at an average price of $84.32, for a total of 128,199.00 shares. In addition, there have been 5 sales at an average price of $88.79 for 128,199.00 shares. Based on historical transaction data and VNQ's current price of $90.02, Aristotle Portfolio Optimization Aggressive Growth Fund's estimated gain on his VNQ holdings is $573,022.59, reflecting a 5.30% gain to date.
Aristotle Portfolio Optimization Aggressive Growth Fund VNQ ($90.02) Holding Chart
Aristotle Portfolio Optimization Aggressive Growth Fund VNQ ($90.02) 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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