Peak Retirement Planning, Inc. VNQ Holdings History
Number of Shares
53,129.00
Current Holdings Value*
$4.73 Mil
% of Portfolio
3.2%
Total Estimate Gain
$-137,604.11
% of Total Estimate Gain
-2.74%
Peak Retirement Planning, Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 53,129.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $4.73 Mil. This investment constitutes 3.2% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VNQ's current price of $91.86, Peak Retirement Planning, Inc.'s estimated gain on his VNQ holdings is $-137,604.11, reflecting a -2.74% gain to date.
Peak Retirement Planning, Inc. VNQ ($91.86) Holding Chart
Peak Retirement Planning, Inc. 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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