DEFINE FINANCIAL, LLC VNQ Holdings History
Number of Shares
178,041.00
Current Holdings Value*
$14.89 Mil
% of Portfolio
11.34%
Total Estimate Gain
$-713,010.69
% of Total Estimate Gain
-4.24%
DEFINE FINANCIAL, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, DEFINE FINANCIAL, LLC held 178,041.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $14.89 Mil. This investment constitutes 11.34% of their stock portfolio, and DEFINE FINANCIAL, LLC now holds 0.04% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2024Q4. And since then DEFINE FINANCIAL, LLC has made 1 purchases of VNQ, at an average price of $94.34, for a total of 178,041.00 shares. Based on historical transaction data and VNQ's current price of $90.34, DEFINE FINANCIAL, LLC's estimated gain on his VNQ holdings is $-713,010.69, reflecting a -4.24% gain to date.
DEFINE FINANCIAL, LLC VNQ ($90.34) Holding Chart
DEFINE FINANCIAL, LLC VNQ ($90.34) 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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