Falcon Wealth Planning VNQ Holdings History
Falcon Wealth Planning's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-06-30, Falcon Wealth Planning held 338,312.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $30.13 Mil. This investment constitutes 3.05% of their stock portfolio, and Falcon Wealth Planning now holds 0.09% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2020Q4. And since then Falcon Wealth Planning has made 17 purchases of VNQ, at an average price of $86.75, for a total of 342,556.00 shares. In addition, there have been 1 sales at an average price of $92.08 for 4,244.00 shares. Based on historical transaction data and VNQ's current price of $92.04, Falcon Wealth Planning's estimated gain on his VNQ holdings is $1.81 Mil, reflecting a 6.10% gain to date.
Falcon Wealth Planning VNQ ($92.04) Holding Chart
Falcon Wealth Planning VNQ ($92.04) 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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