Leeward Financial Partners, LLC Vanguard Specialized Funds Van Transaction History

Leeward Financial Partners, LLC

$277 Million
Q4 2024

A detailed history of Leeward Financial Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 2,864 shares of VNQ stock, worth $256,929. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,864

Previous 4,151 31.0%

Holding current value

$256,929

Previous $404,000 36.88%

% of portfolio

0.09%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$87.85 - $98.6 $113,062 - $126,898	-1,287 Reduced 31.0%	2,864 $255,000
Q3 2024 Oct 29, 2024	SELL	$82.97 - $98.97 $11,864 - $14,152	-143 Reduced 3.33%	4,151 $404,000
Q2 2024 Jul 30, 2024	SELL	$78.61 - $85.97 $2.79 Million - $3.06 Million	-35,540 Reduced 89.22%	4,294 $359,000
Q1 2024 Apr 19, 2024	SELL	$82.58 - $89.12 $244,023 - $263,349	-2,955 Reduced 6.91%	39,834 $3.44 Million
Q4 2023 Jan 26, 2024	BUY	$71.05 - $89.54 $706,379 - $890,206	9,942 Added 30.27%	42,789 $3.78 Million
Q3 2023 Oct 31, 2023	BUY	$75.44 - $86.89 $189,580 - $218,354	2,513 Added 8.28%	32,847 $2.49 Million
Q2 2023 Aug 07, 2023	SELL	$78.4 - $83.98 $31,673 - $33,927	-404 Reduced 1.31%	30,334 $2.53 Million
Q1 2023 Apr 25, 2023	BUY	$77.59 - $93.7 $137,334 - $165,849	1,770 Added 6.11%	30,738 $2.55 Million
Q4 2022 Jan 30, 2023	BUY	$76.14 - $88.09 $2.21 Million - $2.55 Million	28,968 New	28,968 $2.39 Million

Others Institutions Holding VNQ

# of Institutions

1,919

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leeward Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leeward Financial Partners, LLC with notifications on news.

Account

Leeward Financial Partners, LLC Vanguard Specialized Funds Van Transaction History