Vestia Personal Wealth Advisors Vanguard Specialized Funds Van Transaction History

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 2,264 shares of VNQ stock, worth $200,930. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,264
Previous 2,558 11.49%
Holding current value
$200,930
Previous $214 Million 2.91%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Nov 04, 2024
SELL
$82.97 - $98.97 $24,393 - $29,097
-294 Reduced 11.49%
2,264 $221 Million
Q2 2024

Aug 09, 2024
BUY
$78.61 - $85.97 $201,084 - $219,911
2,558 New
2,558 $214 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
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