Number of Shares
211,029.00
Current Holdings Value*
$19.11 Mil
% of Portfolio
2.33%
Total Estimate Gain
$865,702.11
% of Total Estimate Gain
4.49%

Rodgers & Associates, LTD's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, Rodgers & Associates, LTD held 211,029.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $19.11 Mil. This investment constitutes 2.33% of their stock portfolio, and Rodgers & Associates, LTD now holds 0.05% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2020Q4. And since then Rodgers & Associates, LTD has made 12 purchases of VNQ, at an average price of $86.18, for a total of 223,668.00 shares. In addition, there have been 5 sales at an average price of $94.95 for 12,639.00 shares. Based on historical transaction data and VNQ's current price of $89.76, Rodgers & Associates, LTD's estimated gain on his VNQ holdings is $865,702.11, reflecting a 4.49% gain to date.

Rodgers & Associates, LTD VNQ ($89.76) Holding Chart

Rodgers & Associates, LTD VNQ ($89.76) 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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