Income Preservation Blend Portfolio VNQ Holdings History
Income Preservation Blend Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2023-05-31, Income Preservation Blend Portfolio held 88,019.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $7.04 Mil. This investment constitutes 1.99% of their stock portfolio, and Income Preservation Blend Portfolio now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2020Q1. And since then Income Preservation Blend Portfolio has made 7 purchases of VNQ, at an average price of $83.99, for a total of 91,375.00 shares. In addition, there have been 5 sales at an average price of $96.08 for 3,356.00 shares. Based on historical transaction data and VNQ's current price of $91.22, Income Preservation Blend Portfolio's estimated gain on his VNQ holdings is $676,871.43, reflecting a 8.82% gain to date.
Income Preservation Blend Portfolio VNQ ($91.22) Holding Chart
Income Preservation Blend Portfolio VNQ ($91.22) 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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