BBJS FINANCIAL ADVISORS, LLC VNQI Holdings History
BBJS FINANCIAL ADVISORS, LLC's Vanguard Global ex-U.S. Real Estate ETF Holding Summary
As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 183,776.00 shares of Vanguard Global ex-U.S. Real Estate ETF(VNQI), totaling $8.62 Mil. This investment constitutes 3.07% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.24% of the outstanding Vanguard Global ex-U.S. Real Estate ETF(VNQI) stock.
The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 5 purchases of VNQI, at an average price of $40.02, for a total of 292,407.00 shares. In addition, there have been 2 sales at an average price of $41.37 for 108,631.00 shares. Based on historical transaction data and VNQI's current price of $45.84, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his VNQI holdings is $1.21 Mil, reflecting a 10.38% gain to date.
BBJS FINANCIAL ADVISORS, LLC VNQI ($45.84) Holding Chart
BBJS FINANCIAL ADVISORS, LLC VNQI ($45.84) 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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