Stewardship Financial Advisors, LLC VNQ Holdings History
Stewardship Financial Advisors, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2021-03-31, Stewardship Financial Advisors, LLC held 113,848.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $10.46 Mil. This investment constitutes 3.67% of their stock portfolio, and Stewardship Financial Advisors, LLC now holds 0.03% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2018Q2. And since then Stewardship Financial Advisors, LLC has made 9 purchases of VNQ, at an average price of $80.21, for a total of 123,105.00 shares. In addition, there have been 3 sales at an average price of $76.81 for 9,257.00 shares. Based on historical transaction data and VNQ's current price of $91.86, Stewardship Financial Advisors, LLC's estimated gain on his VNQ holdings is $1.30 Mil, reflecting a 13.12% gain to date.
Stewardship Financial Advisors, LLC VNQ ($91.86) Holding Chart
Stewardship Financial Advisors, LLC VNQ ($91.86) 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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