Retirement Financial Solutions, LLC Vanguard Specialized Funds Van Transaction History

Retirement Financial Solutions, LLC

$185 Billion
Q4 2024

A detailed history of Retirement Financial Solutions, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 10,546 shares of VNQ stock, worth $966,435. This represents 0.51% of its overall portfolio holdings.

Number of Shares

10,546

Previous 16,382 35.62%

Holding current value

$966,435

Previous $1.6 Billion 41.14%

% of portfolio

0.51%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$87.85 - $98.6 $512,692 - $575,429	-5,836 Reduced 35.62%	10,546 $939 Million
Q3 2024 Oct 29, 2024	SELL	$82.97 - $98.97 $37,419 - $44,635	-451 Reduced 2.68%	16,382 $1.6 Billion
Q2 2024 Aug 05, 2024	BUY	$78.61 - $85.97 $217,906 - $238,308	2,772 Added 19.71%	16,833 $1.41 Billion
Q1 2024 May 10, 2024	SELL	$82.58 - $89.12 $239,564 - $258,537	-2,901 Reduced 17.1%	14,061 $1.22 Billion
Q4 2023 Jan 18, 2024	BUY	$71.05 - $89.54 $377,986 - $476,352	5,320 Added 45.7%	16,962 $1.5 Billion
Q3 2023 Oct 20, 2023	BUY	$75.44 - $86.89 $878,272 - $1.01 Million	11,642 New	11,642 $881 Million
Q4 2022 Jan 18, 2023	BUY	$76.14 - $88.09 $26,039 - $30,126	342 New	342 $28.2 Million

Others Institutions Holding VNQ

# of Institutions

1,910

Shares Held

228M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Financial Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Financial Solutions, LLC with notifications on news.

Account

Retirement Financial Solutions, LLC Vanguard Specialized Funds Van Transaction History