Fonville Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

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 59,665 shares of VNQ stock, worth $5.4 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
59,665
Previous 51,557 15.73%
Holding current value
$5.4 Million
Previous $5.02 Billion 5.79%
% of portfolio
1.76%
Previous 1.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,834
Shares Held
239M
Call Options Held
1.22M
Put Options Held
1.53M
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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