James Alpha Family Office Portfolio VNQ Holdings History
James Alpha Family Office Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 2,287.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $200,960.00. This investment constitutes 4.49% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2020Q2. And since then James Alpha Family Office Portfolio has made 2 purchases of VNQ, at an average price of $76.12, for a total of 3,248.00 shares. In addition, there have been 1 sales at an average price of $83.85 for 961.00 shares. Based on historical transaction data and VNQ's current price of $89.85, James Alpha Family Office Portfolio's estimated gain on his VNQ holdings is $38,833.20, reflecting a 15.71% gain to date.
James Alpha Family Office Portfolio VNQ ($89.85) Holding Chart
James Alpha Family Office Portfolio VNQ ($89.85) 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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