KDK Private Wealth Management, LLC VNQ Holdings History
KDK Private Wealth Management, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held - shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $90.76 for 2,263.00 shares. Based on historical transaction data and VNQ's current price of $89.04, KDK Private Wealth Management, LLC's estimated gain on his VNQ holdings is $-8,350.47, reflecting a -3.91% gain to date.
KDK Private Wealth Management, LLC VNQ ($89.04) Holding Chart
KDK Private Wealth Management, LLC VNQ ($89.04) 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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