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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