Cassaday & CO Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 38,142 shares of VNQ stock, worth $3.54 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
38,142
Previous 17,826 113.97%
Holding current value
$3.54 Million
Previous $1.74 Million 95.68%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Feb 03, 2025
BUY
$87.85 - $98.6 $1.78 Million - $2 Million
20,316 Added 113.97%
38,142 $3.4 Million
Q3 2024

Nov 07, 2024
SELL
$82.97 - $98.97 $4,978 - $5,938
-60 Reduced 0.34%
17,826 $1.74 Million
Q2 2024

Jul 30, 2024
BUY
$78.61 - $85.97 $226,318 - $247,507
2,879 Added 19.18%
17,886 $1.5 Million
Q1 2024

May 08, 2024
SELL
$82.58 - $89.12 $30,967 - $33,420
-375 Reduced 2.44%
15,007 $1.3 Million
Q4 2023

Feb 09, 2024
BUY
$71.05 - $89.54 $1.09 Million - $1.38 Million
15,382 New
15,382 $1.36 Million

Others Institutions Holding VNQ

# of Institutions
1,911
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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