Number of Shares
38,369.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
2.57%
Total Estimate Gain
$421,128.86
% of Total Estimate Gain
12.10%

Winthrop Partners - WNY, LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2019-09-30, Winthrop Partners - WNY, LLC held 38,369.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $3.58 Mil. This investment constitutes 2.57% of their stock portfolio, and Winthrop Partners - WNY, LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2018Q2. And since then Winthrop Partners - WNY, LLC has made 5 purchases of VNQ, at an average price of $80.57, for a total of 43,189.00 shares. In addition, there have been 1 sales at an average price of $78.71 for 4,820.00 shares. Based on historical transaction data and VNQ's current price of $91.78, Winthrop Partners - WNY, LLC's estimated gain on his VNQ holdings is $421,128.86, reflecting a 12.10% gain to date.

Winthrop Partners - WNY, LLC VNQ ($91.78) Holding Chart

Winthrop Partners - WNY, LLC VNQ ($91.78) 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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