Forvis Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 10,196 shares of VNQ stock, worth $957,404. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,196
Previous 5,897 72.9%
Holding current value
$957,404
Previous $574,000 58.19%
% of portfolio
0.02%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$87.85 - $98.6 $377,667 - $423,881
4,299 Added 72.9%
10,196 $908,000
Q3 2024

Nov 14, 2024
SELL
$82.97 - $98.97 $44,388 - $52,948
-535 Reduced 8.32%
5,897 $574,000
Q2 2024

Aug 09, 2024
SELL
$78.61 - $85.97 $11,791 - $12,895
-150 Reduced 2.28%
6,432 $538,000
Q1 2024

Apr 19, 2024
SELL
$82.58 - $89.12 $8,423 - $9,090
-102 Reduced 1.53%
6,582 $569,000
Q4 2023

Jan 11, 2024
SELL
$71.05 - $89.54 $3,481 - $4,387
-49 Reduced 0.73%
6,684 $590,000
Q3 2023

Oct 25, 2023
SELL
$75.44 - $86.89 $51,600 - $59,432
-684 Reduced 9.22%
6,733 $509,000
Q2 2023

Aug 08, 2023
SELL
$78.4 - $83.98 $133,750 - $143,269
-1,706 Reduced 18.7%
7,417 $619,000
Q1 2023

Apr 26, 2023
BUY
$77.59 - $93.7 $135,549 - $163,693
1,747 Added 23.68%
9,123 $757,000
Q4 2022

Feb 02, 2023
SELL
$76.14 - $88.09 $121,671 - $140,767
-1,598 Reduced 17.81%
7,376 $608,000
Q3 2022

Oct 13, 2022
BUY
$79.28 - $102.13 $1,664 - $2,144
21 Added 0.23%
8,974 $720,000
Q2 2022

Jul 22, 2022
BUY
$87.04 - $112.5 $289,146 - $373,725
3,322 Added 58.99%
8,953 $816,000
Q4 2021

Jan 14, 2022
BUY
$102.53 - $116.01 $1,332 - $1,508
13 Added 0.23%
5,631 $653,000
Q3 2021

Oct 14, 2021
BUY
$101.78 - $110.92 $137,301 - $149,631
1,349 Added 31.6%
5,618 $572,000
Q2 2021

Jul 14, 2021
BUY
$93.53 - $105.5 $179,858 - $202,876
1,923 Added 81.97%
4,269 $435,000
Q1 2021

Apr 23, 2021
BUY
$81.97 - $92.98 $192,301 - $218,131
2,346 New
2,346 $216,000
Q4 2020

Jan 22, 2021
SELL
$76.08 - $86.67 $222,990 - $254,029
-2,931 Closed
0 $0
Q3 2020

Nov 05, 2020
SELL
$76.31 - $83.64 $126,750 - $138,926
-1,661 Reduced 36.17%
2,931 $231,000
Q2 2020

Jul 15, 2020
BUY
$64.53 - $86.79 $15,035 - $20,222
233 Added 5.35%
4,592 $361,000
Q1 2020

Apr 10, 2020
BUY
$56.91 - $99.57 $35,796 - $62,629
629 Added 16.86%
4,359 $304,000
Q4 2019

Jan 13, 2020
BUY
$90.14 - $95.25 $63,909 - $67,532
709 Added 23.47%
3,730 $346,000
Q3 2019

Oct 29, 2019
BUY
$91.64 - $93.61 $28,316 - $28,925
309 Added 11.39%
3,021 $282,000
Q2 2019

Jul 10, 2019
SELL
N/A
-207 Reduced 7.09%
2,712 $237,000
Q1 2019

Apr 10, 2019
SELL
N/A
-158 Reduced 5.13%
2,919 $254,000
Q4 2018

Jan 15, 2019
SELL
N/A
-35 Reduced 1.12%
3,077 $229,000
Q3 2018

Oct 09, 2018
SELL
N/A
-1,141 Reduced 26.83%
3,112 $251,000
Q2 2018

Jul 13, 2018
BUY
N/A
380 Added 9.81%
4,253 $346,000
Q1 2018

Apr 20, 2018
SELL
N/A
-340 Reduced 8.07%
3,873 $294,000
Q4 2017

Jan 18, 2018
BUY
N/A
156 Added 3.85%
4,213 $350,000
Q3 2017

Oct 13, 2017
BUY
N/A
4,057
4,057 $337,000

Others Institutions Holding VNQ

# of Institutions
1,913
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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