Strategic Financial Planning, Inc. VNQI Holdings History
Strategic Financial Planning, Inc.'s Vanguard Global ex-U.S. Real Estate ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 113,508.00 shares of Vanguard Global ex-U.S. Real Estate ETF(VNQI), totaling $4.59 Mil. This investment constitutes 3.17% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.16% of the outstanding Vanguard Global ex-U.S. Real Estate ETF(VNQI) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 16 purchases of VNQI, at an average price of $52.72, for a total of 129,268.00 shares. In addition, there have been 5 sales at an average price of $50.91 for 15,760.00 shares. Based on historical transaction data and VNQI's current price of $46.55, Strategic Financial Planning, Inc.'s estimated gain on his VNQI holdings is $-728,564.59, reflecting a -10.69% gain to date.
Strategic Financial Planning, Inc. VNQI ($46.55) Holding Chart
Strategic Financial Planning, Inc. VNQI ($46.55) 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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