Aprio Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 6,164 shares of VNQ stock, worth $564,868. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,164
Holding current value
$564,868
% of portfolio
0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$87.85 - $98.6 $541,507 - $607,770
6,164 New
6,164 $549,000
Q1 2024

Apr 10, 2024
BUY
$82.58 - $89.12 $220,818 - $238,306
2,674 New
2,674 $231,000
Q2 2023

Jul 13, 2023
SELL
$78.4 - $83.98 $97,216 - $104,135
-1,240 Reduced 30.63%
2,808 $234,000
Q1 2023

Apr 14, 2023
SELL
$77.59 - $93.7 $13,811 - $16,678
-178 Reduced 4.21%
4,048 $336,000
Q4 2022

Jan 11, 2023
BUY
$76.14 - $88.09 $321,767 - $372,268
4,226 New
4,226 $0
Q1 2022

Apr 19, 2022
SELL
$99.96 - $115.1 $3.8 Million - $4.38 Million
-38,061 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$102.53 - $116.01 $444,467 - $502,903
4,335 Added 12.85%
38,061 $4.42 Million
Q3 2021

Oct 14, 2021
BUY
$101.78 - $110.92 $712 - $776
7 Added 0.02%
33,726 $3.43 Million
Q2 2021

Jul 23, 2021
BUY
$93.53 - $105.5 $3.15 Million - $3.56 Million
33,719 New
33,719 $3.43 Million
Q2 2020

Jul 20, 2020
SELL
$64.53 - $86.79 $1.12 Million - $1.5 Million
-17,316 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
$56.91 - $99.57 $92,592 - $162,000
1,627 Added 10.37%
17,316 $1.21 Million
Q4 2019

Feb 14, 2020
BUY
$90.14 - $95.25 $1.41 Million - $1.49 Million
15,689 New
15,689 $1.46 Million

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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