A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 256,752 shares of VNQ stock, worth $22.9 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
256,752
Previous 247,296 3.82%
Holding current value
$22.9 Million
Previous $20.7 Million 20.76%
% of portfolio
3.59%
Previous 3.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$82.97 - $98.97 $784,564 - $935,860
9,456 Added 3.82%
256,752 $25 Million
Q2 2024

Aug 07, 2024

BUY
$78.61 - $85.97 $1.41 Million - $1.54 Million
17,968 Added 7.84%
247,296 $20.7 Million
Q1 2024

May 14, 2024

SELL
$82.58 - $89.12 $311,078 - $335,715
-3,767 Reduced 1.62%
229,328 $19.8 Million
Q4 2023

Feb 05, 2024

BUY
$71.05 - $89.54 $569,394 - $717,573
8,014 Added 3.56%
233,095 $20.6 Million
Q3 2023

Nov 03, 2023

BUY
$75.44 - $86.89 $2.19 Million - $2.52 Million
28,976 Added 14.78%
225,081 $17 Million
Q2 2023

Aug 11, 2023

BUY
$78.4 - $83.98 $1.58 Million - $1.69 Million
20,161 Added 11.46%
196,105 $16.4 Million
Q1 2023

May 02, 2023

BUY
$77.59 - $93.7 $2.79 Million - $3.37 Million
35,945 Added 25.68%
175,944 $14.6 Million
Q4 2022

Jan 19, 2023

BUY
$76.14 - $88.09 $551,253 - $637,771
7,240 Added 5.45%
139,999 $0
Q3 2022

Nov 04, 2022

BUY
$79.28 - $102.13 $398,461 - $513,305
5,026 Added 3.93%
132,759 $10.6 Million
Q2 2022

Aug 08, 2022

BUY
$87.04 - $112.5 $612,239 - $791,325
7,034 Added 5.83%
127,733 $11.6 Million
Q1 2022

Apr 27, 2022

BUY
$99.96 - $115.1 $1.45 Million - $1.67 Million
14,527 Added 13.68%
120,699 $13.1 Million
Q4 2021

Feb 03, 2022

BUY
$102.53 - $116.01 $809,474 - $915,898
7,895 Added 8.03%
106,172 $12.3 Million
Q3 2021

Nov 02, 2021

BUY
$101.78 - $110.92 $185,850 - $202,539
1,826 Added 1.89%
98,277 $10 Million
Q2 2021

Jul 27, 2021

BUY
$93.53 - $105.5 $908,176 - $1.02 Million
9,710 Added 11.19%
96,451 $9.82 Million
Q1 2021

Apr 23, 2021

BUY
$81.97 - $92.98 $7.01 Million - $7.95 Million
85,529 Added 7056.85%
86,741 $7.97 Million
Q1 2020

May 12, 2020

BUY
$56.91 - $99.57 $68,974 - $120,678
1,212 New
1,212 $85,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


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