Westmount Partners, LLC Vanguard Specialized Funds Van Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Westmount Partners, LLC holds 2,327 shares of VNQ stock, worth $215,363. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,327

Previous 2,425 4.04%

Holding current value

$215,363

Previous $236 Million 12.25%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$87.85 - $98.6 $8,609 - $9,662	-98 Reduced 4.04%	2,327 $207 Million
Q3 2024 Jan 13, 2025	BUY	$82.97 - $98.97 $201,202 - $240,002	2,425 New	2,425 $236 Million
Q2 2024 Jan 28, 2025	SELL	$78.61 - $85.97 $203,599 - $222,662	-2,590 Closed	0 $0
Q1 2024 Jan 28, 2025	BUY	$82.58 - $89.12 $2,477 - $2,673	30 Added 1.17%	2,590 $224 Million
Q4 2023 Jan 28, 2025	SELL	$71.05 - $89.54 $8,241 - $10,386	-116 Reduced 4.33%	2,560 $226 Million
Q3 2023 Jan 28, 2025	BUY	$75.44 - $86.89 $1,735 - $1,998	23 Added 0.87%	2,676 $202 Million
Q2 2023 Jan 28, 2025	BUY	$78.4 - $83.98 $25,558 - $27,377	326 Added 14.01%	2,653 $222 Million
Q1 2023 Jan 29, 2025	BUY	$77.59 - $93.7 $61,218 - $73,929	789 Added 33.91%	3,116 $259 Million
Q4 2022 Jan 28, 2025	BUY	$76.14 - $88.09 $46,978 - $54,351	617 Added 26.51%	2,944 $243 Million

Others Institutions Holding VNQ

# of Institutions

1,909

Shares Held

228M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Westmount Partners, LLC Vanguard Specialized Funds Van Transaction History