Number of Shares
134,073.00
Current Holdings Value*
$11.94 Mil
% of Portfolio
3.37%
Total Estimate Gain
$892,993.05
% of Total Estimate Gain
6.36%

Hurlow Wealth Management Group, Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-06-30, Hurlow Wealth Management Group, Inc. held 134,073.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $11.94 Mil. This investment constitutes 3.37% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0.04% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2018Q4. And since then Hurlow Wealth Management Group, Inc. has made 23 purchases of VNQ, at an average price of $84.89, for a total of 165,306.00 shares. In addition, there have been 3 sales at an average price of $91.79 for 31,233.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Hurlow Wealth Management Group, Inc.'s estimated gain on his VNQ holdings is $892,993.05, reflecting a 6.36% gain to date.

Hurlow Wealth Management Group, Inc. VNQ ($89.94) Holding Chart

Hurlow Wealth Management Group, Inc. 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 %

Top Ranked Articles

  • 1