Ivc Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 3,422 shares of VNQ stock, worth $318,622. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,422
Previous 3,237 5.72%
Holding current value
$318,622
Previous $271,000 22.88%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Oct 24, 2024
BUY
$82.97 - $98.97 $15,349 - $18,309
185 Added 5.72%
3,422 $333,000
Q2 2024

Jul 16, 2024
BUY
$78.61 - $85.97 $29,478 - $32,238
375 Added 13.1%
3,237 $271,000
Q1 2024

Apr 19, 2024
SELL
$82.58 - $89.12 $2,394 - $2,584
-29 Reduced 1.0%
2,862 $247,000
Q4 2023

Jan 10, 2024
BUY
$71.05 - $89.54 $205,405 - $258,860
2,891 New
2,891 $255,000
Q2 2023

Jul 13, 2023
BUY
$78.4 - $83.98 $190,120 - $203,651
2,425 New
2,425 $202,000
Q3 2022

Oct 12, 2022
BUY
$79.28 - $102.13 $206,445 - $265,946
2,604 New
2,604 $209,000

Others Institutions Holding VNQ

# of Institutions
1,762
Shares Held
240M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email