Dodds Wealth, LLC VNQ Holdings History
Dodds Wealth, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Dodds Wealth, LLC held 48,668.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $4.41 Mil. This investment constitutes 1.44% of their stock portfolio, and Dodds Wealth, LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2023Q4. And since then Dodds Wealth, LLC has made 1 purchases of VNQ, at an average price of $80.08, for a total of 105,074.00 shares. In addition, there have been 4 sales at an average price of $91.86 for 56,406.00 shares. Based on historical transaction data and VNQ's current price of $90.31, Dodds Wealth, LLC's estimated gain on his VNQ holdings is $1.16 Mil, reflecting a 13.81% gain to date.
Dodds Wealth, LLC VNQ ($90.31) Holding Chart
Dodds Wealth, LLC VNQ ($90.31) 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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