Fonville Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Fonville Wealth Management LLC

$444 Billion
Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fonville Wealth Management LLC holds 78,524 shares of VNQ stock, worth $7.03 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

78,524

Previous 76,146 3.12%

Holding current value

$7.03 Million

Previous $6.78 Billion 5.86%

% of portfolio

1.62%

Previous 1.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$88.47 - $93.24 $210,381 - $221,724	2,378 Added 3.12%	78,524 $7.18 Billion
Q2 2025 Aug 07, 2025	BUY	$79.79 - $91.42 $783,378 - $897,561	9,818 Added 14.8%	76,146 $6.78 Billion
Q1 2025 Apr 30, 2025	BUY	$85.55 - $94.34 $570,019 - $628,587	6,663 Added 11.17%	66,328 $6 Billion
Q4 2024 Jan 28, 2025	BUY	$87.85 - $98.6 $712,287 - $799,448	8,108 Added 15.73%	59,665 $5.31 Billion
Q3 2024 Oct 28, 2024	BUY	$82.97 - $98.97 $265,338 - $316,506	3,198 Added 6.61%	51,557 $5.02 Billion

Q2 2024 Jul 30, 2024	BUY	$78.61 - $85.97 $529,674 - $579,265	6,738 Added 16.19%	48,359 $4.05 Billion
Q1 2024 Apr 26, 2024	BUY	$82.58 - $89.12 $882,780 - $952,692	10,690 Added 34.56%	41,621 $3.6 Billion
Q4 2023 Jan 31, 2024	BUY	$71.05 - $89.54 $2.2 Million - $2.77 Million	30,931 New	30,931 $2.73 Billion

Others Institutions Holding VNQ

# of Institutions

1,934

Shares Held

237M

Call Options Held

1.07M

Put Options Held

1.31M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Fonville Wealth Management LLC Vanguard Specialized Funds Van Transaction History