Inspirion Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 2,923 shares of VNQ stock, worth $274,469. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,923

Previous 3,657 20.07%

Holding current value

$274,469

Previous $356,000 26.97%

% of portfolio

0.04%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$87.85 - $98.6 $64,481 - $72,372	-734 Reduced 20.07%	2,923 $260,000
Q3 2024 Oct 04, 2024	SELL	$82.97 - $98.97 $39,244 - $46,812	-473 Reduced 11.45%	3,657 $356,000
Q4 2023 Jan 10, 2024	BUY	$71.05 - $89.54 $71 - $89	1 Added 0.02%	4,130 $364,000
Q2 2023 Jul 20, 2023	SELL	$78.4 - $83.98 $92,668 - $99,264	-1,182 Reduced 22.26%	4,129 $345,000
Q1 2023 Apr 07, 2023	BUY	$77.59 - $93.7 $143,231 - $172,970	1,846 Added 53.28%	5,311 $441,000
Q4 2022 Jan 18, 2023	SELL	$76.14 - $88.09 $36,775 - $42,547	-483 Reduced 12.23%	3,465 $0
Q3 2022 Oct 18, 2022	SELL	$79.28 - $102.13 $22,594 - $29,107	-285 Reduced 6.73%	3,948 $316,000
Q2 2022 Jul 27, 2022	SELL	$87.04 - $112.5 $2,524 - $3,262	-29 Reduced 0.68%	4,233 $386,000
Q1 2022 Apr 14, 2022	BUY	$99.96 - $115.1 $25,189 - $29,005	252 Added 6.28%	4,262 $462,000
Q4 2021 Jan 21, 2022	BUY	$102.53 - $116.01 $76,692 - $86,775	748 Added 22.93%	4,010 $465,000
Q3 2021 Oct 08, 2021	BUY	$101.78 - $110.92 $2,951 - $3,216	29 Added 0.9%	3,262 $332,000
Q1 2021 Apr 15, 2021	BUY	$81.97 - $92.98 $2,049 - $2,324	25 Added 0.78%	3,233 $297,000
Q4 2020 Jan 22, 2021	SELL	$76.08 - $86.67 $7,531 - $8,580	-99 Reduced 2.99%	3,208 $272,000
Q3 2020 Oct 14, 2020	SELL	$76.31 - $83.64 $11,675 - $12,796	-153 Reduced 4.42%	3,307 $261,000
Q2 2020 Jul 09, 2020	SELL	$64.53 - $86.79 $50,010 - $67,262	-775 Reduced 18.3%	3,460 $272,000
Q1 2020 Apr 23, 2020	SELL	$56.91 - $99.57 $66,072 - $115,600	-1,161 Reduced 21.52%	4,235 $296,000
Q4 2019 Jan 14, 2020	BUY	$90.14 - $95.25 $118,263 - $124,968	1,312 Added 32.13%	5,396 $501,000
Q3 2019 Oct 22, 2019	SELL	$91.64 - $93.61 $3,299 - $3,369	-36 Reduced 0.87%	4,084 $381,000
Q2 2019 Jul 15, 2019	SELL	N/A	-770 Reduced 15.75%	4,120 $360,000
Q1 2019 Apr 16, 2019	BUY	N/A	91 Added 1.9%	4,890 $425,000
Q4 2018 Jan 22, 2019	SELL	N/A	-217 Reduced 4.33%	4,799 $358,000
Q3 2018 Nov 14, 2018	SELL	N/A	-415 Reduced 7.64%	5,016 $405,000
Q2 2018 Jul 19, 2018	SELL	N/A	-86 Reduced 1.56%	5,431 $442,000
Q1 2018 Apr 18, 2018	SELL	N/A	-249 Reduced 4.32%	5,517 $416,000
Q4 2017 Jan 16, 2018	SELL	N/A	-477 Reduced 7.64%	5,766 $478,000
Q3 2017 Nov 14, 2017	BUY	N/A	6,243	6,243 $519,000

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
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Inspirion Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History