Uptown Financial Advisors LLC Vanguard Specialized Funds Van Transaction History

Uptown Financial Advisors LLC

  • $140 Billion
  • Q4 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 8,101 shares of VNQ stock, worth $725,768. This represents 0.51% of its overall portfolio holdings.

Number of Shares
8,101
Previous 7,312 10.79%
Holding current value
$725,768
Previous $669 Million 7.24%
% of portfolio
0.51%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$88.13 - $92.69 $69,534 - $73,132
789 Added 10.79%
8,101 $717 Million
Q3 2025

Oct 15, 2025
BUY
$88.47 - $93.24 $1,327 - $1,398
15 Added 0.21%
7,312 $669 Million
Q2 2025

Jul 10, 2025
SELL
$79.79 - $91.42 $4,707 - $5,393
-59 Reduced 0.8%
7,297 $650 Million
Q1 2025

May 06, 2025
BUY
$85.55 - $94.34 $14,030 - $15,471
164 Added 2.28%
7,356 $666 Million
Q4 2024

Apr 29, 2025
BUY
$87.85 - $98.6 $631,817 - $709,131
7,192 New
7,192 $641 Million

Others Institutions Holding VNQ

# of Institutions
1,947
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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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