Independence Asset Advisors, LLC VNQ Holdings History
Independence Asset Advisors, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Independence Asset Advisors, LLC held 31,541.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $2.86 Mil. This investment constitutes 9.26% of their stock portfolio, and Independence Asset Advisors, LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2024Q4. And since then Independence Asset Advisors, LLC has made 2 purchases of VNQ, at an average price of $94.11, for a total of 31,541.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Independence Asset Advisors, LLC's estimated gain on his VNQ holdings is $-131,390.24, reflecting a -4.43% gain to date.
Independence Asset Advisors, LLC VNQ ($89.94) Holding Chart
Independence Asset 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
