HHM Wealth Advisors, LLC VNQ Holdings History
HHM Wealth Advisors, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 279,595.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $25.31 Mil. This investment constitutes 3.41% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.07% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2020Q1. And since then HHM Wealth Advisors, LLC has made 17 purchases of VNQ, at an average price of $88.42, for a total of 283,362.00 shares. In addition, there have been 1 sales at an average price of $85.44 for 3,767.00 shares. Based on historical transaction data and VNQ's current price of $89.01, HHM Wealth Advisors, LLC's estimated gain on his VNQ holdings is $155,083.86, reflecting a 0.62% gain to date.
HHM Wealth Advisors, LLC VNQ ($89.01) Holding Chart
HHM Wealth Advisors, LLC VNQ ($89.01) 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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