A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 313 shares of VNQ stock, worth $28,041. This represents 0.0% of its overall portfolio holdings.

Number of Shares
313
Previous 310 0.97%
Holding current value
$28,041
Previous $27.7 Million 3.47%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$88.47 - $93.24 $265 - $279
3 Added 0.97%
313 $28.6 Million
Q2 2025

Aug 06, 2025

SELL
$79.79 - $91.42 $2,234 - $2,559
-28 Reduced 8.28%
310 $27.7 Million
Q1 2025

Apr 24, 2025

SELL
$85.55 - $94.34 $28,830 - $31,792
-337 Reduced 49.93%
338 $30.6 Million
Q1 2025

Apr 23, 2025

BUY
$85.55 - $94.34 $18,051 - $19,905
211 Added 45.47%
675 $61,000
Q4 2024

Jan 28, 2025

BUY
$87.85 - $98.6 $40,762 - $45,750
464 New
464 $41.4 Million
Q2 2020

Aug 11, 2020

SELL
$64.53 - $86.79 $13,228 - $17,791
-205 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$56.91 - $99.57 $11,666 - $20,411
205 New
205 $14,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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