Waterford Advisors, LLC Vanguard Specialized Funds Van Transaction History

Waterford Advisors, LLC

  • $239 Million
  • Q2 2024

A detailed history of Waterford Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Waterford Advisors, LLC holds 21,828 shares of VNQ stock, worth $2.08 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
21,828
Previous 21,828 -0.0%
Holding current value
$2.08 Million
Previous $1.89 Million 3.13%
% of portfolio
0.77%
Previous 0.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $43,837 - $55,246
617 Added 2.91%
21,828 $1.93 Million
Q3 2023

Nov 07, 2023
SELL
$75.44 - $86.89 $98,524 - $113,478
-1,306 Reduced 5.8%
21,211 $1.6 Million
Q1 2023

May 02, 2023
SELL
$77.59 - $93.7 $56,951 - $68,775
-734 Reduced 3.16%
22,517 $1.87 Million
Q4 2022

Feb 14, 2023
BUY
$76.14 - $88.09 $1.77 Million - $2.05 Million
23,251 New
23,251 $1.92 Million

Others Institutions Holding VNQ

# of Institutions
1,769
Shares Held
244M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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