Number of Shares
85,063.00
Current Holdings Value*
$7.70 Mil
% of Portfolio
4.87%
Total Estimate Gain
$-22,053.40
% of Total Estimate Gain
-0.28%

Richmond Brothers, Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, Richmond Brothers, Inc. held 85,063.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $7.70 Mil. This investment constitutes 4.87% of their stock portfolio, and Richmond Brothers, Inc. now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2024Q3. And since then Richmond Brothers, Inc. has made 3 purchases of VNQ, at an average price of $92.27, for a total of 85,063.00 shares. Based on historical transaction data and VNQ's current price of $92.01, Richmond Brothers, Inc.'s estimated gain on his VNQ holdings is $-22,053.40, reflecting a -0.28% gain to date.

Richmond Brothers, Inc. VNQ ($92.01) Holding Chart

Richmond Brothers, Inc. VNQ ($92.01) 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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