MOLLER WEALTH PARTNERS VNQ Holdings History
MOLLER WEALTH PARTNERS's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, MOLLER WEALTH PARTNERS held 204,780.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $18.54 Mil. This investment constitutes 4.58% of their stock portfolio, and MOLLER WEALTH PARTNERS now holds 0.05% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2013Q4. And since then MOLLER WEALTH PARTNERS has made 20 purchases of VNQ, at an average price of $76.73, for a total of 1.12 Mil shares. In addition, there have been 17 sales at an average price of $80.95 for 916,613.00 shares. Based on historical transaction data and VNQ's current price of $90.02, MOLLER WEALTH PARTNERS's estimated gain on his VNQ holdings is $6.59 Mil, reflecting a 7.65% gain to date.
MOLLER WEALTH PARTNERS VNQ ($90.02) Holding Chart
MOLLER WEALTH PARTNERS VNQ ($90.02) 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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