Laidlaw Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 12,522 shares of VNQ stock, worth $1.12 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
12,522
Previous 12,229 2.4%
Holding current value
$1.12 Million
Previous $1.02 Million 19.04%
% of portfolio
0.64%
Previous 0.59%

Shares

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

Nov 12, 2024
BUY
$82.97 - $98.97 $24,310 - $28,998
293 Added 2.4%
12,522 $1.22 Million
Q2 2024

Aug 01, 2024
BUY
$78.61 - $85.97 $9,904 - $10,832
126 Added 1.04%
12,229 $1.02 Million
Q1 2024

May 15, 2024
SELL
$82.58 - $89.12 $13,377 - $14,437
-162 Reduced 1.32%
12,103 $1.05 Million
Q4 2023

Feb 12, 2024
SELL
$71.05 - $89.54 $264,732 - $333,626
-3,726 Reduced 23.3%
12,265 $1.08 Million
Q3 2023

Nov 13, 2023
SELL
$75.44 - $86.89 $20,067 - $23,112
-266 Reduced 1.64%
15,991 $1.21 Million
Q2 2023

Aug 11, 2023
BUY
$78.4 - $83.98 $83,652 - $89,606
1,067 Added 7.02%
16,257 $1.36 Million
Q1 2023

May 12, 2023
SELL
$77.59 - $93.7 $22,190 - $26,798
-286 Reduced 1.85%
15,190 $1.26 Million
Q4 2022

Feb 14, 2023
BUY
$76.14 - $88.09 $86,723 - $100,334
1,139 Added 7.94%
15,476 $1.28 Million
Q3 2022

Nov 14, 2022
SELL
$79.28 - $102.13 $1.38 Million - $1.78 Million
-17,419 Reduced 54.85%
14,337 $1.15 Million
Q2 2022

Aug 12, 2022
SELL
$87.04 - $112.5 $138,306 - $178,762
-1,589 Reduced 4.77%
31,756 $2.89 Million
Q1 2022

May 12, 2022
BUY
$99.96 - $115.1 $2.06 Million - $2.37 Million
20,598 Added 161.59%
33,345 $3.61 Million
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $1.31 Million - $1.48 Million
12,747 New
12,747 $1.48 Million
Q4 2020

Feb 16, 2021
SELL
$76.08 - $86.67 $198,036 - $225,602
-2,603 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$76.31 - $83.64 $198,634 - $217,714
2,603 New
2,603 $206,000
Q1 2020

May 15, 2020
SELL
$56.91 - $99.57 $137,437 - $240,461
-2,415 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$90.14 - $95.25 $217,688 - $230,028
2,415 New
2,415 $224,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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