Number of Shares
200,427.00
Current Holdings Value*
$18.15 Mil
% of Portfolio
5.26%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
8.56%

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 $89.01, DecisionPoint Financial, LLC's estimated gain on his VNQ holdings is $1.41 Mil, reflecting a 8.56% gain to date.

DecisionPoint Financial, LLC VNQ ($89.01) Holding Chart

DecisionPoint Financial, LLC VNQ ($89.01) 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 %

Top Ranked Articles

  • 1