CYPRESS FINANCIAL PLANNING LLC VNQ Holdings History
CYPRESS FINANCIAL PLANNING LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 250,590.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $22.32 Mil. This investment constitutes 7.28% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.07% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 11 purchases of VNQ, at an average price of $90.85, for a total of 285,866.00 shares. In addition, there have been 1 sales at an average price of $79.25 for 35,276.00 shares. Based on historical transaction data and VNQ's current price of $90.31, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his VNQ holdings is $-544,384.07, reflecting a -2.10% gain to date.
CYPRESS FINANCIAL PLANNING LLC VNQ ($90.31) Holding Chart
CYPRESS FINANCIAL PLANNING LLC VNQ ($90.31) 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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