Number of Shares
89,467.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
2.58%
Total Estimate Gain
$511,636.15
% of Total Estimate Gain
13.66%

Financial Alternatives, Inc's Vanguard Global ex-U.S. Real Estate ETF Holding Summary

As of 2025-03-31, Financial Alternatives, Inc held 89,467.00 shares of Vanguard Global ex-U.S. Real Estate ETF(VNQI), totaling $3.62 Mil. This investment constitutes 2.58% of their stock portfolio, and Financial Alternatives, Inc now holds 0.13% of the outstanding Vanguard Global ex-U.S. Real Estate ETF(VNQI) stock.

The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 6 purchases of VNQI, at an average price of $40.02, for a total of 93,590.00 shares. In addition, there have been 3 sales at an average price of $40.38 for 4,123.00 shares. Based on historical transaction data and VNQI's current price of $45.73, Financial Alternatives, Inc's estimated gain on his VNQI holdings is $511,636.15, reflecting a 13.66% gain to date.

Financial Alternatives, Inc VNQI ($45.73) Holding Chart

Financial Alternatives, Inc VNQI ($45.73) 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 %

Top Ranked Articles

  • 1