Grey Fox Wealth Advisors, LLC VNQ Holdings History
Grey Fox Wealth Advisors, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 81,234.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $7.35 Mil. This investment constitutes 2.21% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 8 purchases of VNQ, at an average price of $84.98, for a total of 82,352.00 shares. In addition, there have been 1 sales at an average price of $85.14 for 1,118.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Grey Fox Wealth Advisors, LLC's estimated gain on his VNQ holdings is $403,337.17, reflecting a 5.76% gain to date.
Grey Fox Wealth Advisors, LLC VNQ ($89.94) Holding Chart
Grey Fox Wealth Advisors, 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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