Concord Wealth Partners Vanguard Specialized Funds Van Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Concord Wealth Partners holds 51 shares of VNQ stock, worth $4,788. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51
Previous 50 2.0%
Holding current value
$4,788
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 23, 2025
BUY
$87.85 - $98.6 $87 - $98
1 Added 2.0%
51 $4,000
Q2 2024

Jul 31, 2024
BUY
$78.61 - $85.97 $78 - $85
1 Added 2.04%
50 $4,000
Q1 2024

Apr 30, 2024
SELL
$82.58 - $89.12 $412 - $445
-5 Reduced 9.26%
49 $4,000
Q4 2023

Apr 30, 2024
BUY
$71.05 - $89.54 $71 - $89
1 Added 1.89%
54 $4,000
Q4 2023

Feb 05, 2024
BUY
$71.05 - $89.54 $71 - $89
1 Added 1.89%
54 $4,000
Q3 2023

Apr 30, 2024
SELL
$75.44 - $86.89 $75 - $86
-1 Reduced 1.85%
53 $4,000
Q2 2023

Aug 07, 2023
BUY
$78.4 - $83.98 $470 - $503
6 Added 12.77%
53 $4,000
Q4 2022

Jan 27, 2023
BUY
$76.14 - $88.09 $3,578 - $4,140
47 New
47 $3,000
Q4 2021

Jan 21, 2022
BUY
$102.53 - $116.01 $4,716 - $5,336
46 New
46 $5,000
Q3 2021

Nov 09, 2021
SELL
$101.78 - $110.92 $1,323 - $1,441
-13 Closed
0 $0
Q1 2021

May 13, 2021
SELL
$81.97 - $92.98 $409 - $464
-5 Reduced 27.78%
13 $1,000
Q4 2020

Feb 16, 2021
BUY
$76.08 - $86.67 $1,369 - $1,560
18 New
18 $2,000

Others Institutions Holding VNQ

# of Institutions
1,913
Shares Held
227M
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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