Number of Shares
75,538.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
5.29%
Total Estimate Gain
$824,432.73
% of Total Estimate Gain
7.70%

Campion Asset Management's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, Campion Asset Management held 75,538.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $6.84 Mil. This investment constitutes 5.29% of their stock portfolio, and Campion Asset Management now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2021Q1. And since then Campion Asset Management has made 8 purchases of VNQ, at an average price of $86.96, for a total of 123,072.00 shares. In addition, there have been 8 sales at an average price of $99.94 for 47,534.00 shares. Based on historical transaction data and VNQ's current price of $89.71, Campion Asset Management's estimated gain on his VNQ holdings is $824,432.73, reflecting a 7.70% gain to date.

Campion Asset Management VNQ ($89.71) Holding Chart

Campion Asset Management VNQ ($89.71) 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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