ELM ADVISORS, LLC VNQ Holdings History
ELM ADVISORS, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2022-03-31, ELM ADVISORS, LLC held 23,786.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $2.58 Mil. This investment constitutes 3.48% of their stock portfolio, and ELM ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2013Q4. And since then ELM ADVISORS, LLC has made 9 purchases of VNQ, at an average price of $69.14, for a total of 61,037.00 shares. In addition, there have been 16 sales at an average price of $97.84 for 37,251.00 shares. Based on historical transaction data and VNQ's current price of $89.76, ELM ADVISORS, LLC's estimated gain on his VNQ holdings is $1.56 Mil, reflecting a 36.96% gain to date.
ELM ADVISORS, LLC VNQ ($89.76) Holding Chart
ELM ADVISORS, LLC VNQ ($89.76) 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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