Axiom Advisory, LLC VNQ Holdings History
Axiom Advisory, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2024-09-30, Axiom Advisory, LLC held 2.95 Mil shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $271.45 Mil. This investment constitutes 2.54% of their stock portfolio, and Axiom Advisory, LLC now holds 0.82% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2021Q4. And since then Axiom Advisory, LLC has made 10 purchases of VNQ, at an average price of $83.97, for a total of 2.95 Mil shares. In addition, there have been 2 sales at an average price of $96.76 for 6,122.00 shares. Based on historical transaction data and VNQ's current price of $91.99, Axiom Advisory, LLC's estimated gain on his VNQ holdings is $23.72 Mil, reflecting a 9.56% gain to date.
Axiom Advisory, LLC VNQ ($91.99) Holding Chart
Axiom Advisory, LLC VNQ ($91.99) 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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