WealthCollab, LLC VNQ Holdings History

Number of Shares
57,124.00
Current Holdings Value*
$5.17 Mil
% of Portfolio
3.19%
Total Estimate Gain
$966,561.22
% of Total Estimate Gain
11.38%

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

As of 2025-03-31, WealthCollab, LLC held 57,124.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.17 Mil. This investment constitutes 3.19% of their stock portfolio, and WealthCollab, LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2023Q4. And since then WealthCollab, LLC has made 3 purchases of VNQ, at an average price of $81.62, for a total of 104,056.00 shares. In addition, there have been 2 sales at an average price of $92.09 for 46,932.00 shares. Based on historical transaction data and VNQ's current price of $89.94, WealthCollab, LLC's estimated gain on his VNQ holdings is $966,561.22, reflecting a 11.38% gain to date.

WealthCollab, LLC VNQ ($89.94) Holding Chart

WealthCollab, 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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