Center For Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History

Center For Financial Planning, Inc.

$781 Million
Q1 2025

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,671 shares of VNQ stock, worth $231,522. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,671

Previous 2,671 -0.0%

Holding current value

$231,522

Previous $237,000 1.69%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$82.97 - $98.97 $1,410 - $1,682	-17 Reduced 0.63%	2,671 $260,000
Q2 2024 Jul 18, 2024	SELL	$78.61 - $85.97 $1,179 - $1,289	-15 Reduced 0.55%	2,688 $225,000
Q1 2024 Apr 25, 2024	BUY	$82.58 - $89.12 $22,957 - $24,775	278 Added 11.46%	2,703 $233,000
Q4 2023 Jan 29, 2024	BUY	$71.05 - $89.54 $68,989 - $86,943	971 Added 66.78%	2,425 $214,000
Q3 2023 Oct 24, 2023	BUY	$75.44 - $86.89 $5,054 - $5,821	67 Added 4.83%	1,454 $110,000
Q1 2023 May 02, 2023	BUY	$77.59 - $93.7 $3,103 - $3,748	40 Added 2.97%	1,387 $115,000
Q4 2022 Jan 27, 2023	SELL	$76.14 - $88.09 $1,675 - $1,937	-22 Reduced 1.61%	1,347 $0
Q3 2022 Oct 14, 2022	SELL	$79.28 - $102.13 $2,457 - $3,166	-31 Reduced 2.21%	1,369 $110,000
Q1 2022 May 03, 2022	BUY	$99.96 - $115.1 $64,574 - $74,354	646 Added 85.68%	1,400 $152,000
Q4 2021 Feb 08, 2022	BUY	$102.53 - $116.01 $2,563 - $2,900	25 Added 3.43%	754 $87,000
Q3 2021 Oct 27, 2021	SELL	$101.78 - $110.92 $1,323 - $1,441	-13 Reduced 1.75%	729 $74,000
Q2 2021 Jul 29, 2021	SELL	$93.53 - $105.5 $2,899 - $3,270	-31 Reduced 4.01%	742 $76,000
Q1 2021 May 10, 2021	BUY	$81.97 - $92.98 $1,229 - $1,394	15 Added 1.98%	773 $71,000
Q3 2020 Nov 12, 2020	BUY	$76.31 - $83.64 $5,418 - $5,938	71 Added 10.33%	758 $60,000
Q2 2020 Aug 06, 2020	SELL	$64.53 - $86.79 $79,371 - $106,751	-1,230 Reduced 64.16%	687 $54,000
Q1 2020 May 11, 2020	BUY	$56.91 - $99.57 $73,186 - $128,047	1,286 Added 203.8%	1,917 $134,000
Q4 2019 Feb 14, 2020	BUY	$90.14 - $95.25 $56,878 - $60,102	631 New	631 $59,000

Others Institutions Holding VNQ

# of Institutions

1,915

Shares Held

235M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Center For Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History