Keel Point Advisors, LLC VNQ Holdings History
Number of Shares
226,732.00
Current Holdings Value*
$18.36 Mil
% of Portfolio
15.42%
Total Estimate Gain
$3.06 Mil
% of Total Estimate Gain
17.16%
Keel Point Advisors, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2014-12-31, Keel Point Advisors, LLC held 226,732.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $18.36 Mil. This investment constitutes 15.42% of their stock portfolio, and Keel Point Advisors, LLC now holds 0.05% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2014Q4. Based on historical transaction data and VNQ's current price of $92.04, Keel Point Advisors, LLC's estimated gain on his VNQ holdings is $3.06 Mil, reflecting a 17.16% gain to date.
Keel Point Advisors, LLC VNQ ($92.04) Holding Chart
Keel Point Advisors, LLC VNQ ($92.04) 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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