DecisionPoint Financial, LLC VNQ Holdings History
Number of Shares
200,427.00
Current Holdings Value*
$18.15 Mil
% of Portfolio
5.26%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
10.18%
DecisionPoint Financial, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, DecisionPoint Financial, LLC held 200,427.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $18.15 Mil. This investment constitutes 5.26% of their stock portfolio, and DecisionPoint Financial, LLC now holds 0.05% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2022Q4. And since then DecisionPoint Financial, LLC has made 9 purchases of VNQ, at an average price of $81.99, for a total of 200,427.00 shares. Based on historical transaction data and VNQ's current price of $90.34, DecisionPoint Financial, LLC's estimated gain on his VNQ holdings is $1.67 Mil, reflecting a 10.18% gain to date.
DecisionPoint Financial, LLC VNQ ($90.34) Holding Chart
DecisionPoint 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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