Lifestyle Blend Balanced Portfolio VNQ Holdings History
Lifestyle Blend Balanced Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Balanced Portfolio held 99,628.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $9.36 Mil. This investment constitutes 2.37% of their stock portfolio, and Lifestyle Blend Balanced Portfolio now holds 0.03% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Balanced Portfolio has made 10 purchases of VNQ, at an average price of $91.12, for a total of 240,157.00 shares. In addition, there have been 8 sales at an average price of $87.54 for 140,529.00 shares. Based on historical transaction data and VNQ's current price of $91.88, Lifestyle Blend Balanced Portfolio's estimated gain on his VNQ holdings is $-425,978.54, reflecting a -1.95% gain to date.
Lifestyle Blend Balanced Portfolio VNQ ($91.88) Holding Chart
Lifestyle Blend Balanced Portfolio VNQ ($91.88) 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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