LifeGuide Financial Advisors, LLC VNQ Holdings History
LifeGuide Financial Advisors, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, LifeGuide Financial Advisors, LLC held 63,030.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.71 Mil. This investment constitutes 2.33% of their stock portfolio, and LifeGuide Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2021Q4. And since then LifeGuide Financial Advisors, LLC has made 12 purchases of VNQ, at an average price of $100.35, for a total of 664,726.00 shares. In addition, there have been 1 sales at an average price of $90.76 for 601,696.00 shares. Based on historical transaction data and VNQ's current price of $88.49, LifeGuide Financial Advisors, LLC's estimated gain on his VNQ holdings is $-6.52 Mil, reflecting a -9.78% gain to date.
LifeGuide Financial Advisors, LLC VNQ ($88.49) Holding Chart
LifeGuide Financial Advisors, LLC VNQ ($88.49) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
