JDM Financial Group LLC VNQ Holdings History
JDM Financial Group LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, JDM Financial Group LLC held 68,522.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $6.20 Mil. This investment constitutes 3.15% of their stock portfolio, and JDM Financial Group 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 JDM Financial Group LLC has made 8 purchases of VNQ, at an average price of $84.91, for a total of 68,544.00 shares. In addition, there have been 1 sales at an average price of $82.45 for 22.00 shares. Based on historical transaction data and VNQ's current price of $91.42, JDM Financial Group LLC's estimated gain on his VNQ holdings is $445,787.54, reflecting a 7.66% gain to date.
JDM Financial Group LLC VNQ ($91.42) Holding Chart
JDM Financial Group LLC VNQ ($91.42) 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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