ELM ADVISORS, LLC VNQ Holdings History

Number of Shares
23,786.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
3.48%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
36.96%

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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