DEFINE FINANCIAL, LLC VNQ Holdings History

Number of Shares
183,906.00
Current Holdings Value*
$16.38 Mil
% of Portfolio
10.79%
Total Estimate Gain
$-918,564.15
% of Total Estimate Gain
-5.31%

DEFINE FINANCIAL, LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-06-30, DEFINE FINANCIAL, LLC held 183,906.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $16.38 Mil. This investment constitutes 10.79% of their stock portfolio, and DEFINE FINANCIAL, LLC now holds 0.05% 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 2 purchases of VNQ, at an average price of $94.15, for a total of 183,906.00 shares. Based on historical transaction data and VNQ's current price of $89.16, DEFINE FINANCIAL, LLC's estimated gain on his VNQ holdings is $-918,564.15, reflecting a -5.31% gain to date.

DEFINE FINANCIAL, LLC VNQ ($89.16) Holding Chart

DEFINE FINANCIAL, LLC VNQ ($89.16) 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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