Evermay Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Evermay Wealth Management LLC holds 243 shares of VNQ stock, worth $21,935. This represents 0.0% of its overall portfolio holdings.

Number of Shares
243
Previous 243 -0.0%
Holding current value
$21,935
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $11,808 - $12,744
143 Added 143.0%
243 $21,000
Q4 2023

Feb 09, 2024
SELL
$71.05 - $89.54 $9,023 - $11,371
-127 Reduced 55.95%
100 $8,000
Q3 2023

Nov 13, 2023
SELL
$75.44 - $86.89 $16,672 - $19,202
-221 Reduced 49.33%
227 $17,000
Q2 2023

Aug 10, 2023
SELL
$78.4 - $83.98 $3,684 - $3,947
-47 Reduced 9.49%
448 $37,000
Q1 2023

May 15, 2023
SELL
$77.59 - $93.7 $6,362 - $7,683
-82 Reduced 14.21%
495 $41,000
Q4 2022

Jan 19, 2023
SELL
$76.14 - $88.09 $42,257 - $48,889
-555 Reduced 49.03%
577 $0
Q3 2022

Nov 14, 2022
SELL
$79.28 - $102.13 $16,331 - $21,038
-206 Reduced 15.4%
1,132 $91,000
Q2 2022

Aug 15, 2022
SELL
$87.04 - $112.5 $325,268 - $420,412
-3,737 Reduced 73.64%
1,338 $122,000
Q1 2022

May 16, 2022
BUY
$99.96 - $115.1 $438,124 - $504,483
4,383 Added 633.38%
5,075 $550,000
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $53,520 - $60,557
522 Added 307.06%
692 $80,000
Q2 2021

Aug 13, 2021
BUY
$93.53 - $105.5 $15,900 - $17,935
170 New
170 $17,000
Q2 2018

Aug 06, 2018
SELL
N/A
-2,827 Closed
0 $0
Q1 2018

May 04, 2018
SELL
N/A
-3,673 Reduced 56.51%
2,827 $213,000
Q4 2017

Feb 07, 2018
SELL
N/A
-1,435 Reduced 18.08%
6,500 $539,000
Q3 2017

Oct 23, 2017
BUY
N/A
7,935
7,935 $659,000

Others Institutions Holding VNQ

# of Institutions
1,919
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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