Number of Shares
114,048.00
Current Holdings Value*
$10.16 Mil
% of Portfolio
8.13%
Total Estimate Gain
$761,481.76
% of Total Estimate Gain
8.02%

Somnio Financial Group, LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2024-12-31, Somnio Financial Group, LLC held 114,048.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $10.16 Mil. This investment constitutes 8.13% of their stock portfolio, and Somnio Financial Group, LLC now holds 0.03% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2024Q2. And since then Somnio Financial Group, LLC has made 1 purchases of VNQ, at an average price of $83.01, for a total of 114,436.00 shares. In addition, there have been 1 sales at an average price of $92.08 for 388.00 shares. Based on historical transaction data and VNQ's current price of $89.66, Somnio Financial Group, LLC's estimated gain on his VNQ holdings is $761,481.76, reflecting a 8.02% gain to date.

Somnio Financial Group, LLC VNQ ($89.66) Holding Chart

Somnio Financial Group, LLC VNQ ($89.66) 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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