REBALANCE, LLC VNQ Holdings History

Number of Shares
568,828.00
Current Holdings Value*
$50.66 Mil
% of Portfolio
3.44%
Total Estimate Gain
$8.12 Mil
% of Total Estimate Gain
10.67%

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

As of 2025-06-30, REBALANCE, LLC held 568,828.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $50.66 Mil. This investment constitutes 3.44% of their stock portfolio, and REBALANCE, LLC now holds 0.15% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2022Q4. And since then REBALANCE, LLC has made 7 purchases of VNQ, at an average price of $82.11, for a total of 927,204.00 shares. In addition, there have been 3 sales at an average price of $89.22 for 358,376.00 shares. Based on historical transaction data and VNQ's current price of $91.91, REBALANCE, LLC's estimated gain on his VNQ holdings is $8.12 Mil, reflecting a 10.67% gain to date.

REBALANCE, LLC VNQ ($91.91) Holding Chart

REBALANCE, LLC VNQ ($91.91) 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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