Fidato Wealth LLC VNQ Holdings History

Number of Shares
8,208.00
Current Holdings Value*
$743,190.00
% of Portfolio
0.57%
Total Estimate Gain
$-2.21 Mil
% of Total Estimate Gain
-24.44%

Fidato Wealth LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, Fidato Wealth LLC held 8,208.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $743,190.00. This investment constitutes 0.57% of their stock portfolio, and Fidato Wealth 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 Fidato Wealth LLC has made 4 purchases of VNQ, at an average price of $106.51, for a total of 84,760.00 shares. In addition, there have been 6 sales at an average price of $79.47 for 76,552.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Fidato Wealth LLC's estimated gain on his VNQ holdings is $-2.21 Mil, reflecting a -24.44% gain to date.

Fidato Wealth LLC VNQ ($89.94) Holding Chart

Fidato Wealth 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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