Lifestyle Blend Moderate Portfolio VNQ Holdings History
Lifestyle Blend Moderate Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Moderate Portfolio held 24,683.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $2.32 Mil. This investment constitutes 1.44% of their stock portfolio, and Lifestyle Blend Moderate Portfolio now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Moderate Portfolio has made 12 purchases of VNQ, at an average price of $87.33, for a total of 30,544.00 shares. In addition, there have been 6 sales at an average price of $87.21 for 5,861.00 shares. Based on historical transaction data and VNQ's current price of $91.72, Lifestyle Blend Moderate Portfolio's estimated gain on his VNQ holdings is $107,810.42, reflecting a 4.04% gain to date.
Lifestyle Blend Moderate Portfolio VNQ ($91.72) Holding Chart
Lifestyle Blend Moderate Portfolio VNQ ($91.72) 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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