Axos Invest Inc. VNQ Holdings History

Number of Shares
26,100.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
1.75%
Total Estimate Gain
$-16,284.17
% of Total Estimate Gain
-0.62%

Axos Invest Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-06-30, Axos Invest Inc. held 26,100.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $2.32 Mil. This investment constitutes 1.75% of their stock portfolio, and Axos Invest Inc. now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2024Q3. And since then Axos Invest Inc. has made 1 purchases of VNQ, at an average price of $92.14, for a total of 28,540.00 shares. In addition, there have been 2 sales at an average price of $89.92 for 2,440.00 shares. Based on historical transaction data and VNQ's current price of $91.72, Axos Invest Inc.'s estimated gain on his VNQ holdings is $-16,284.17, reflecting a -0.62% gain to date.

Axos Invest Inc. VNQ ($91.72) Holding Chart

Axos Invest Inc. VNQ ($91.72) 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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