Traveka Wealth, LLC VNQ Holdings History

Number of Shares
58,262.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
2.75%
Total Estimate Gain
$502,105.06
% of Total Estimate Gain
10.60%

Traveka Wealth, LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-06-30, Traveka Wealth, LLC held 58,262.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.19 Mil. This investment constitutes 2.75% of their stock portfolio, and Traveka Wealth, LLC now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2023Q4. And since then Traveka Wealth, LLC has made 6 purchases of VNQ, at an average price of $81.32, for a total of 58,262.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Traveka Wealth, LLC's estimated gain on his VNQ holdings is $502,105.06, reflecting a 10.60% gain to date.

Traveka Wealth, LLC VNQ ($89.94) Holding Chart

Traveka Wealth, LLC VNQ ($89.94) 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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