Aevitas Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History

Aevitas Wealth Management, Inc.

  • $169 Million
  • Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 9,343 shares of VNQ stock, worth $856,192. This represents 0.46% of its overall portfolio holdings.

Number of Shares
9,343
Previous 7,900 18.27%
Holding current value
$856,192
Previous $633,000 21.64%
% of portfolio
0.46%
Previous 0.48%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023
BUY
$76.14 - $88.09 $109,870 - $127,113
1,443 Added 18.27%
9,343 $0
Q3 2022

Oct 24, 2022
SELL
$79.28 - $102.13 $3,726 - $4,800
-47 Reduced 0.59%
7,900 $633,000
Q2 2022

Jul 22, 2022
SELL
$87.04 - $112.5 $6,266 - $8,100
-72 Reduced 0.9%
7,947 $724,000
Q1 2022

Apr 25, 2022
SELL
$99.96 - $115.1 $74,170 - $85,404
-742 Reduced 8.47%
8,019 $869,000
Q4 2021

Jan 19, 2022
SELL
$102.53 - $116.01 $78,025 - $88,283
-761 Reduced 7.99%
8,761 $1.02 Million
Q3 2021

Nov 01, 2021
BUY
$101.78 - $110.92 $126,410 - $137,762
1,242 Added 15.0%
9,522 $969,000
Q2 2021

Jul 22, 2021
BUY
$93.53 - $105.5 $247,199 - $278,836
2,643 Added 46.89%
8,280 $843,000
Q1 2021

Apr 29, 2021
BUY
$81.97 - $92.98 $51,149 - $58,019
624 Added 12.45%
5,637 $518,000
Q4 2020

Jan 19, 2021
BUY
$76.08 - $86.67 $4,488 - $5,113
59 Added 1.19%
5,013 $426,000
Q3 2020

Oct 22, 2020
SELL
$76.31 - $83.64 $17,169 - $18,819
-225 Reduced 4.34%
4,954 $391,000
Q2 2020

Jul 29, 2020
BUY
$64.53 - $86.79 $18,584 - $24,995
288 Added 5.89%
5,179 $407,000
Q1 2020

Apr 16, 2020
BUY
$56.91 - $99.57 $12,804 - $22,403
225 Added 4.82%
4,891 $342,000
Q4 2019

Jan 31, 2020
BUY
$90.14 - $95.25 $11,537 - $12,192
128 Added 2.82%
4,666 $433,000
Q3 2019

Oct 21, 2019
BUY
$91.64 - $93.61 $4,032 - $4,118
44 Added 0.98%
4,538 $423,000
Q2 2019

Jul 26, 2019
SELL
N/A
-875 Reduced 16.3%
4,494 $393,000
Q1 2019

May 09, 2019
SELL
N/A
-1 Reduced 0.02%
5,369 $466,000
Q4 2018

Feb 14, 2019
BUY
N/A
41 Added 0.77%
5,370 $400,000
Q3 2018

Nov 14, 2018
SELL
N/A
-60 Reduced 1.11%
5,329 $430,000
Q2 2018

Aug 10, 2018
BUY
N/A
643 Added 13.55%
5,389 $439,000
Q1 2018

May 15, 2018
SELL
N/A
-167 Reduced 3.4%
4,746 $358,000
Q4 2017

Feb 13, 2018
BUY
N/A
4,913
4,913 $408,000

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

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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