Doyle Wealth Management Vanguard Specialized Funds Van Transaction History

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022

A detailed history of Doyle Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Doyle Wealth Management holds 26,134 shares of VNQ stock, worth $2.5 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
26,134
Previous 26,155 0.08%
Holding current value
$2.5 Million
Previous $2.38 Million 12.09%
% of portfolio
0.18%
Previous 0.19%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022
SELL
$79.28 - $102.13 $1,664 - $2,144
-21 Reduced 0.08%
26,134 $2.1 Million
Q2 2022

Aug 10, 2022
BUY
$87.04 - $112.5 $46,740 - $60,412
537 Added 2.1%
26,155 $2.38 Million
Q1 2022

May 13, 2022
BUY
$99.96 - $115.1 $32,686 - $37,637
327 Added 1.29%
25,618 $2.78 Million
Q4 2021

Feb 11, 2022
BUY
$102.53 - $116.01 $9,740 - $11,020
95 Added 0.38%
25,291 $0
Q3 2021

Nov 12, 2021
SELL
$101.78 - $110.92 $31,450 - $34,274
-309 Reduced 1.21%
25,196 $2.56 Million
Q2 2021

Aug 03, 2021
BUY
$93.53 - $105.5 $57,240 - $64,566
612 Added 2.46%
25,505 $2.6 Million
Q1 2021

May 07, 2021
SELL
$81.97 - $92.98 $429,112 - $486,750
-5,235 Reduced 17.38%
24,893 $2.29 Million
Q4 2020

Feb 04, 2021
SELL
$76.08 - $86.67 $64,135 - $73,062
-843 Reduced 2.72%
30,128 $2.56 Million
Q3 2020

Nov 13, 2020
SELL
$76.31 - $83.64 $36,476 - $39,979
-478 Reduced 1.52%
30,971 $2.45 Million
Q2 2020

Aug 06, 2020
SELL
$64.53 - $86.79 $169,133 - $227,476
-2,621 Reduced 7.69%
31,449 $2.47 Million
Q1 2020

Apr 29, 2020
BUY
$56.91 - $99.57 $13,942 - $24,394
245 Added 0.72%
34,070 $2.38 Million
Q4 2019

Feb 11, 2020
SELL
$90.14 - $95.25 $83,920 - $88,677
-931 Reduced 2.68%
33,825 $3.14 Million
Q3 2019

Nov 05, 2019
BUY
$91.64 - $93.61 $111,434 - $113,829
1,216 Added 3.63%
34,756 $3.24 Million
Q2 2019

Aug 15, 2019
BUY
N/A
1,436 Added 4.47%
33,540 $2.93 Million
Q1 2019

May 13, 2019
BUY
N/A
1,327 Added 4.31%
32,104 $2.79 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-1,046 Reduced 3.29%
30,777 $2.3 Million
Q3 2018

Nov 08, 2018
BUY
N/A
327 Added 1.04%
31,823 $2.57 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-136 Reduced 0.43%
31,496 $2.57 Million
Q1 2018

May 11, 2018
SELL
N/A
-1,240 Reduced 3.77%
31,632 $2.39 Million
Q4 2017

Feb 07, 2018
SELL
N/A
-2,152 Reduced 6.14%
32,872 $2.73 Million
Q3 2017

Oct 25, 2017
BUY
N/A
35,024
35,024 $2.91 Million

Others Institutions Holding VNQ

# of Institutions
1,757
Shares Held
240M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Doyle Wealth Management Portfolio

Follow Doyle Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Doyle Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Doyle Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email