Omega Financial Group, LLC VNQ Holdings History
Omega Financial Group, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 250,767.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $22.70 Mil. This investment constitutes 8.71% of their stock portfolio, and Omega Financial Group, LLC now holds 0.06% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 13 purchases of VNQ, at an average price of $88.08, for a total of 264,590.00 shares. In addition, there have been 12 sales at an average price of $89.41 for 13,823.00 shares. Based on historical transaction data and VNQ's current price of $89.76, Omega Financial Group, LLC's estimated gain on his VNQ holdings is $439,192.88, reflecting a 1.88% gain to date.
Omega Financial Group, LLC VNQ ($89.76) Holding Chart
Omega Financial Group, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
