Carlson Capital Management VNQ Holdings History
Carlson Capital Management's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2024-12-31, Carlson Capital Management held 297,951.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $26.54 Mil. This investment constitutes 1.16% of their stock portfolio, and Carlson Capital Management now holds 0.08% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2017Q2. And since then Carlson Capital Management has made 24 purchases of VNQ, at an average price of $86.58, for a total of 365,292.00 shares. In addition, there have been 7 sales at an average price of $80.74 for 67,341.00 shares. Based on historical transaction data and VNQ's current price of $89.76, Carlson Capital Management's estimated gain on his VNQ holdings is $553,405.52, reflecting a 1.75% gain to date.
Carlson Capital Management VNQ ($89.76) Holding Chart
Carlson Capital Management VNQ ($89.76) 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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