PRESILIUM PRIVATE WEALTH, LLC VNQ Holdings History
PRESILIUM PRIVATE WEALTH, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, PRESILIUM PRIVATE WEALTH, LLC held 203,404.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $18.42 Mil. This investment constitutes 4.13% of their stock portfolio, and PRESILIUM PRIVATE WEALTH, LLC now holds 0.05% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2022Q4. And since then PRESILIUM PRIVATE WEALTH, LLC has made 7 purchases of VNQ, at an average price of $83.55, for a total of 268,585.00 shares. In addition, there have been 2 sales at an average price of $81.42 for 65,181.00 shares. Based on historical transaction data and VNQ's current price of $90.53, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his VNQ holdings is $1.28 Mil, reflecting a 5.70% gain to date.
PRESILIUM PRIVATE WEALTH, LLC VNQ ($90.53) Holding Chart
PRESILIUM PRIVATE WEALTH, LLC VNQ ($90.53) 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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