Number of Shares
61,407.00
Current Holdings Value*
$5.43 Mil
% of Portfolio
6.15%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
10.63%

Wall Capital Group, Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary

As of 2023-12-31, Wall Capital Group, Inc. held 61,407.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.43 Mil. This investment constitutes 6.15% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2018Q2. And since then Wall Capital Group, Inc. has made 11 purchases of VNQ, at an average price of $79.09, for a total of 140,785.00 shares. In addition, there have been 8 sales at an average price of $85.61 for 79,378.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Wall Capital Group, Inc.'s estimated gain on his VNQ holdings is $1.18 Mil, reflecting a 10.63% gain to date.

Wall Capital Group, Inc. VNQ ($89.94) Holding Chart

Wall Capital Group, Inc. 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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