Number of Shares
338,312.00
Current Holdings Value*
$30.13 Mil
% of Portfolio
3.05%
Total Estimate Gain
$1.75 Mil
% of Total Estimate Gain
5.89%

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 $91.86, Falcon Wealth Planning's estimated gain on his VNQ holdings is $1.75 Mil, reflecting a 5.89% gain to date.

Falcon Wealth Planning VNQ ($91.86) Holding Chart

Falcon Wealth Planning VNQ ($91.86) 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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