RTD Financial Advisors, Inc. VNQ Holdings History
RTD Financial Advisors, Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 52,754.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $4.70 Mil. This investment constitutes 0.6% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 5 purchases of VNQ, at an average price of $104.73, for a total of 756,995.00 shares. In addition, there have been 9 sales at an average price of $91.79 for 704,241.00 shares. Based on historical transaction data and VNQ's current price of $89.94, RTD Financial Advisors, Inc.'s estimated gain on his VNQ holdings is $-9.90 Mil, reflecting a -12.48% gain to date.
RTD Financial Advisors, Inc. VNQ ($89.94) Holding Chart
RTD Financial 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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