Somnio Financial Group, LLC VNQ Holdings History
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 $89.76, Somnio Financial Group, LLC's estimated gain on his VNQ holdings is $772,886.56, reflecting a 8.14% gain to date.
Somnio Financial Group, LLC VNQ ($89.76) Holding Chart
Somnio Financial Group, LLC 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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