Founders Financial Alliance, LLC Vanguard Specialized Funds Van Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 551 shares of VNQ stock, worth $51,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares

551

Previous 504 9.33%

Holding current value

$51,738

Previous $49,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$87.85 - $98.6 $4,128 - $4,634	47 Added 9.33%	551 $49,000
Q3 2024 Nov 01, 2024	BUY	$82.97 - $98.97 $82 - $98	1 Added 0.2%	504 $49,000
Q2 2024 Aug 23, 2024	SELL	$78.61 - $85.97 $11,634 - $12,723	-148 Reduced 22.73%	503 $42,000
Q1 2024 May 14, 2024	SELL	$82.58 - $89.12 $26,260 - $28,340	-318 Reduced 32.82%	651 $56,000
Q4 2023 Feb 09, 2024	SELL	$71.05 - $89.54 $23,730 - $29,906	-334 Reduced 25.63%	969 $85,000
Q3 2023 Nov 13, 2023	BUY	$75.44 - $86.89 $75 - $86	1 Added 0.08%	1,303 $98,000
Q2 2023 Aug 11, 2023	SELL	$78.4 - $83.98 $3,841 - $4,115	-49 Reduced 3.63%	1,302 $108,000
Q1 2023 May 15, 2023	SELL	$77.59 - $93.7 $19,164 - $23,143	-247 Reduced 15.46%	1,351 $112,000
Q4 2022 Feb 15, 2023	SELL	$76.14 - $88.09 $913 - $1,057	-12 Reduced 0.75%	1,598 $131,000
Q3 2022 Nov 14, 2022	SELL	$79.28 - $102.13 $196,931 - $253,690	-2,484 Reduced 60.67%	1,610 $129,000
Q2 2022 Aug 15, 2022	BUY	$87.04 - $112.5 $285,056 - $368,437	3,275 Added 399.88%	4,094 $373,000
Q4 2021 Feb 14, 2022	BUY	$102.53 - $116.01 $102 - $116	1 Added 0.12%	819 $95,000
Q3 2021 Nov 15, 2021	SELL	$101.78 - $110.92 $2,544 - $2,773	-25 Reduced 2.97%	818 $83,000
Q2 2021 Aug 02, 2021	BUY	$93.53 - $105.5 $3,367 - $3,798	36 Added 4.46%	843 $87,000
Q1 2021 May 14, 2021	SELL	$81.97 - $92.98 $13,197 - $14,969	-161 Reduced 16.63%	807 $77,000
Q3 2020 Nov 13, 2020	BUY	$76.31 - $83.64 $73,868 - $80,963	968 New	968 $77,000

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

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Vanguard Specialized Funds Van Transaction History