JFG Wealth Management, LLC VNQ Holdings History
JFG Wealth Management, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 58,719.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.32 Mil. This investment constitutes 1.21% of their stock portfolio, and JFG Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2018Q4. And since then JFG Wealth Management, LLC has made 18 purchases of VNQ, at an average price of $89.08, for a total of 123,891.00 shares. In addition, there have been 7 sales at an average price of $85.38 for 65,172.00 shares. Based on historical transaction data and VNQ's current price of $89.76, JFG Wealth Management, LLC's estimated gain on his VNQ holdings is $-201,692.73, reflecting a -1.83% gain to date.
JFG Wealth Management, LLC VNQ ($89.76) Holding Chart
JFG Wealth Management, LLC VNQ ($89.76) 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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