Fidato Wealth LLC VNQ Holdings History
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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