EverSource Wealth Advisors, LLC VNQ Holdings History
EverSource Wealth Advisors, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 3,592.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $325,240.00. This investment constitutes 0.02% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 7 purchases of VNQ, at an average price of $92.07, for a total of 95,985.00 shares. In addition, there have been 6 sales at an average price of $90.51 for 92,393.00 shares. Based on historical transaction data and VNQ's current price of $89.94, EverSource Wealth Advisors, LLC's estimated gain on his VNQ holdings is $-151,381.71, reflecting a -1.71% gain to date.
EverSource Wealth Advisors, LLC VNQ ($89.94) Holding Chart
EverSource Wealth Advisors, LLC VNQ ($89.94) 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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