Axiom Financial Strategies, LLC VNQ Holdings History
Axiom Financial Strategies, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Axiom Financial Strategies, LLC held 5,396.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $488,550.00. This investment constitutes 0.29% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 4 purchases of VNQ, at an average price of $92.03, for a total of 29,441.00 shares. In addition, there have been 6 sales at an average price of $83.69 for 24,045.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Axiom Financial Strategies, LLC's estimated gain on his VNQ holdings is $-211,737.69, reflecting a -7.81% gain to date.
Axiom Financial Strategies, LLC VNQ ($89.94) Holding Chart
Axiom Financial Strategies, LLC VNQ ($89.94) 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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