Northwest Quadrant Wealth Management, LLC VNQ Holdings History
Northwest Quadrant Wealth Management, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Northwest Quadrant Wealth Management, LLC held 68,133.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $6.17 Mil. This investment constitutes 1.45% of their stock portfolio, and Northwest Quadrant Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2018Q2. And since then Northwest Quadrant Wealth Management, LLC has made 11 purchases of VNQ, at an average price of $81.88, for a total of 148,067.00 shares. In addition, there have been 15 sales at an average price of $83.43 for 79,934.00 shares. Based on historical transaction data and VNQ's current price of $91.86, Northwest Quadrant Wealth Management, LLC's estimated gain on his VNQ holdings is $803,940.52, reflecting a 6.63% gain to date.
Northwest Quadrant Wealth Management, LLC VNQ ($91.86) Holding Chart
Northwest Quadrant Wealth Management, LLC VNQ ($91.86) 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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