Aegis Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aegis Wealth Management LLC holds 3,686 shares of VNQ stock, worth $330,228. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,686
Previous 2,534 45.46%
Holding current value
$330,228
Previous $232 Million 40.8%
% of portfolio
0.18%
Previous 0.12%

Shares

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

Jan 14, 2026
BUY
$88.13 - $92.69 $101,525 - $106,778
1,152 Added 45.46%
3,686 $326 Million
Q3 2025

Nov 05, 2025
BUY
$88.47 - $93.24 $224,182 - $236,270
2,534 New
2,534 $232 Million

Others Institutions Holding VNQ

# of Institutions
1,933
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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