Michael A. Dubis Financial Planning, LLC VNQ Holdings History
Michael A. Dubis Financial Planning, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Michael A. Dubis Financial Planning, LLC held 22,747.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $2.06 Mil. This investment constitutes 2% of their stock portfolio, and Michael A. Dubis Financial Planning, LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2024Q4. And since then Michael A. Dubis Financial Planning, LLC has made 1 purchases of VNQ, at an average price of $94.39, for a total of 22,747.00 shares. Based on historical transaction data and VNQ's current price of $89.76, Michael A. Dubis Financial Planning, LLC's estimated gain on his VNQ holdings is $-105,391.93, reflecting a -4.91% gain to date.
Michael A. Dubis Financial Planning, LLC VNQ ($89.76) Holding Chart
Michael A. Dubis Financial Planning, LLC VNQ ($89.76) 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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