Number of Shares
145,051.00
Current Holdings Value*
$12.92 Mil
% of Portfolio
8.68%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
8.31%

Fort Henry Capital, LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-06-30, Fort Henry Capital, LLC held 145,051.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $12.92 Mil. This investment constitutes 8.68% of their stock portfolio, and Fort Henry Capital, LLC now holds 0.04% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2020Q4. And since then Fort Henry Capital, LLC has made 12 purchases of VNQ, at an average price of $84.00, for a total of 155,624.00 shares. In addition, there have been 6 sales at an average price of $95.67 for 10,573.00 shares. Based on historical transaction data and VNQ's current price of $90.64, Fort Henry Capital, LLC's estimated gain on his VNQ holdings is $1.09 Mil, reflecting a 8.31% gain to date.

Fort Henry Capital, LLC VNQ ($90.64) Holding Chart

Fort Henry Capital, LLC VNQ ($90.64) 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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