Waterford Advisors, LLC Vanguard Specialized Funds Van Transaction History

Waterford Advisors, LLC

  • $196 Million
  • Q3 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 21,329 shares of VNQ stock, worth $1.91 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
21,329
Previous 21,828 2.29%
Holding current value
$1.91 Million
Previous $1.83 Million 13.62%
% of portfolio
1.06%
Previous 0.77%

Shares

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

Nov 14, 2024
SELL
$82.97 - $98.97 $41,402 - $49,386
-499 Reduced 2.29%
21,329 $2.08 Million
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
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, 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 Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email