A detailed history of Daymark Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 8,231 shares of VNQ stock, worth $737,909. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,231
Previous 8,183 0.59%
Holding current value
$737,909
Previous $685,000 16.93%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$82.97 - $98.97 $3,982 - $4,750
48 Added 0.59%
8,231 $801,000
Q2 2024

Aug 14, 2024

BUY
$78.61 - $85.97 $127,819 - $139,787
1,626 Added 24.8%
8,183 $685,000
Q1 2024

Apr 10, 2024

SELL
$82.58 - $89.12 $43,437 - $46,877
-526 Reduced 7.43%
6,557 $567,000
Q4 2023

Jan 09, 2024

BUY
$71.05 - $89.54 $9,662 - $12,177
136 Added 1.96%
7,083 $625,000
Q3 2023

Oct 10, 2023

BUY
$75.44 - $86.89 $524,081 - $603,624
6,947 New
6,947 $525,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.