Note Advisors, LLC VNQ Holdings History

Number of Shares
39,509.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
2.95%
Total Estimate Gain
$-175,607.27
% of Total Estimate Gain
-4.72%

Note Advisors, LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, Note Advisors, LLC held 39,509.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $3.58 Mil. This investment constitutes 2.95% of their stock portfolio, and Note Advisors, 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 Note Advisors, LLC has made 1 purchases of VNQ, at an average price of $94.20, for a total of 39,509.00 shares. Based on historical transaction data and VNQ's current price of $89.76, Note Advisors, LLC's estimated gain on his VNQ holdings is $-175,607.27, reflecting a -4.72% gain to date.

Note Advisors, LLC VNQ ($89.76) Holding Chart

Note Advisors, 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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