A detailed history of Epg Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Epg Wealth Management LLC holds 668 shares of VNQ stock, worth $59,886. This represents 0.02% of its overall portfolio holdings.

Number of Shares
668
Previous 0 Infinity%
Holding current value
$59,886
Previous $0 Infinity%
% of portfolio
0.02%
Previous 100.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$82.97 - $98.97 $55,423 - $66,111
668 New
668 $65.1 Million
Q2 2024

Aug 13, 2024

SELL
$78.61 - $85.97 $66,189 - $72,386
-842 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$82.58 - $89.12 $247 - $267
3 Added 0.36%
842 $72,000
Q4 2023

Feb 14, 2024

BUY
$71.05 - $89.54 $568 - $716
8 Added 0.96%
839 $74,000
Q3 2023

Nov 13, 2023

BUY
$75.44 - $86.89 $301 - $347
4 Added 0.48%
831 $62,000
Q1 2023

May 15, 2023

SELL
$77.59 - $93.7 $7,759 - $9,370
-100 Reduced 10.79%
827 $68,000
Q4 2022

Feb 14, 2023

SELL
$76.14 - $88.09 $1,142 - $1,321
-15 Reduced 1.59%
927 $76,000
Q3 2022

Nov 15, 2022

BUY
$79.28 - $102.13 $74,681 - $96,206
942 New
942 $76,000
Q1 2022

May 10, 2022

SELL
$99.96 - $115.1 $107,257 - $123,502
-1,073 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$102.53 - $116.01 $41,217 - $46,636
402 Added 59.91%
1,073 $124,000
Q3 2021

Nov 15, 2021

BUY
$101.78 - $110.92 $68,294 - $74,427
671 New
671 $68,000
Q2 2020

Aug 06, 2020

SELL
$64.53 - $86.79 $31,748 - $42,700
-492 Closed
0 $0
Q1 2020

May 05, 2020

SELL
$56.91 - $99.57 $138,518 - $242,353
-2,434 Reduced 83.19%
492 $34,000
Q4 2019

Feb 14, 2020

BUY
$90.14 - $95.25 $263,749 - $278,701
2,926 New
2,926 $271,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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