McCutchen Group LLC VNQ Holdings History

Number of Shares
708,712.00
Current Holdings Value*
$56.82 Mil
% of Portfolio
12.24%
Total Estimate Gain
$4.55 Mil
% of Total Estimate Gain
4.89%

McCutchen Group LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2022-09-30, McCutchen Group LLC held 708,712.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $56.82 Mil. This investment constitutes 12.24% of their stock portfolio, and McCutchen Group LLC now holds 0.17% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2014Q1. And since then McCutchen Group LLC has made 21 purchases of VNQ, at an average price of $84.11, for a total of 1.11 Mil shares. In addition, there have been 5 sales at an average price of $85.15 for 397,028.00 shares. Based on historical transaction data and VNQ's current price of $89.94, McCutchen Group LLC's estimated gain on his VNQ holdings is $4.55 Mil, reflecting a 4.89% gain to date.

McCutchen Group LLC VNQ ($89.94) Holding Chart

McCutchen Group LLC VNQ ($89.94) 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