Kagan Cocozza Asset Management VNQ Holdings History
Kagan Cocozza Asset Management's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 41,549.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $3.70 Mil. This investment constitutes 2.84% of their stock portfolio, and Kagan Cocozza Asset Management 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 Kagan Cocozza Asset Management has made 2 purchases of VNQ, at an average price of $93.90, for a total of 41,549.00 shares. Based on historical transaction data and VNQ's current price of $89.61, Kagan Cocozza Asset Management's estimated gain on his VNQ holdings is $-178,383.93, reflecting a -4.57% gain to date.
Kagan Cocozza Asset Management VNQ ($89.61) Holding Chart
Kagan Cocozza Asset Management VNQ ($89.61) 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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