Number of Shares
40,934.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
1.53%
Total Estimate Gain
$443,028.86
% of Total Estimate Gain
10.12%

One Degree Advisors Inc's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, One Degree Advisors Inc held 40,934.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $3.71 Mil. This investment constitutes 1.53% of their stock portfolio, and One Degree Advisors Inc now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 2 purchases of VNQ, at an average price of $82.17, for a total of 53,259.00 shares. In addition, there have been 3 sales at an average price of $92.31 for 12,325.00 shares. Based on historical transaction data and VNQ's current price of $89.94, One Degree Advisors Inc's estimated gain on his VNQ holdings is $443,028.86, reflecting a 10.12% gain to date.

One Degree Advisors Inc VNQ ($89.94) Holding Chart

One Degree Advisors Inc 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 %

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