Lutz Financial Services LLC Vanguard Specialized Funds Van Transaction History

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lutz Financial Services LLC holds 16,848 shares of VNQ stock, worth $1.51 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,848
Previous 16,857 0.05%
Holding current value
$1.51 Million
Previous $1.5 Million 2.6%
% of portfolio
0.11%
Previous 0.12%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$88.47 - $93.24 $796 - $839
-9 Reduced 0.05%
16,848 $1.54 Million
Q2 2025

Jul 29, 2025
SELL
$79.79 - $91.42 $69,736 - $79,901
-874 Reduced 4.93%
16,857 $1.5 Million
Q1 2025

May 07, 2025
SELL
$85.55 - $94.34 $270,338 - $298,114
-3,160 Reduced 15.13%
17,731 $1.61 Million
Q4 2024

Feb 03, 2025
SELL
$87.85 - $98.6 $45,154 - $50,680
-514 Reduced 2.4%
20,891 $1.86 Million
Q3 2024

Oct 29, 2024
SELL
$82.97 - $98.97 $75,751 - $90,359
-913 Reduced 4.09%
21,405 $2.09 Million
Q2 2024

Jul 29, 2024
SELL
$78.61 - $85.97 $115,556 - $126,375
-1,470 Reduced 6.18%
22,318 $1.87 Million
Q1 2024

May 03, 2024
SELL
$82.58 - $89.12 $645,775 - $696,918
-7,820 Reduced 24.74%
23,788 $2.06 Million
Q4 2023

Feb 07, 2024
SELL
$71.05 - $89.54 $405,695 - $511,273
-5,710 Reduced 15.3%
31,608 $2.79 Million
Q3 2023

Nov 03, 2023
SELL
$75.44 - $86.89 $426,085 - $490,754
-5,648 Reduced 13.15%
37,318 $2.82 Million
Q2 2023

Aug 07, 2023
SELL
$78.4 - $83.98 $140,806 - $150,828
-1,796 Reduced 4.01%
42,966 $3.59 Million
Q1 2023

May 01, 2023
SELL
$77.59 - $93.7 $704,439 - $850,702
-9,079 Reduced 16.86%
44,762 $3.72 Million
Q4 2022

Feb 06, 2023
SELL
$76.14 - $88.09 $1.54 Million - $1.78 Million
-20,247 Reduced 27.33%
53,841 $4.44 Million
Q3 2022

Oct 21, 2022
SELL
$79.28 - $102.13 $976,412 - $1.26 Million
-12,316 Reduced 14.25%
74,088 $5.94 Million
Q2 2022

Jul 20, 2022
SELL
$87.04 - $112.5 $1.76 Million - $2.28 Million
-20,260 Reduced 18.99%
86,404 $7.87 Million
Q1 2022

Apr 25, 2022
SELL
$99.96 - $115.1 $2.78 Million - $3.2 Million
-27,812 Reduced 20.68%
106,664 $11.6 Million
Q4 2021

Jan 19, 2022
SELL
$102.53 - $116.01 $1.67 Million - $1.89 Million
-16,322 Reduced 10.82%
134,476 $15.6 Million
Q3 2021

Oct 27, 2021
SELL
$101.78 - $110.92 $2.09 Million - $2.28 Million
-20,520 Reduced 11.98%
150,798 $15.3 Million
Q2 2021

Jul 26, 2021
SELL
$93.53 - $105.5 $3.12 Million - $3.52 Million
-33,366 Reduced 16.3%
171,318 $17.4 Million
Q1 2021

Apr 27, 2021
BUY
$81.97 - $92.98 $702,400 - $796,745
8,569 Added 4.37%
204,684 $18.8 Million
Q4 2020

Feb 12, 2021
BUY
$76.08 - $86.67 $1.01 Million - $1.15 Million
13,233 Added 7.24%
196,115 $16.7 Million
Q3 2020

Nov 05, 2020
BUY
$76.31 - $83.64 $84,704 - $92,840
1,110 Added 0.61%
182,882 $14.4 Million
Q2 2020

Jul 28, 2020
BUY
$64.53 - $86.79 $550,247 - $740,058
8,527 Added 4.92%
181,772 $14.3 Million
Q1 2020

Apr 27, 2020
SELL
$56.91 - $99.57 $1.44 Million - $2.52 Million
-25,309 Reduced 12.75%
173,245 $12.1 Million
Q4 2019

Feb 03, 2020
BUY
$90.14 - $95.25 $295,839 - $312,610
3,282 Added 1.68%
198,554 $18.4 Million
Q3 2019

Oct 31, 2019
BUY
$91.64 - $93.61 $160,919 - $164,379
1,756 Added 0.91%
195,272 $18.2 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,804 Added 0.94%
193,516 $16.9 Million
Q1 2019

May 06, 2019
BUY
N/A
18,829 Added 10.89%
191,712 $16.7 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-2,208 Reduced 1.26%
172,883 $12.9 Million
Q3 2018

Nov 13, 2018
BUY
N/A
30,396 Added 21.01%
175,091 $14.1 Million
Q2 2018

Aug 15, 2018
BUY
N/A
6,540 Added 4.73%
144,695 $11.8 Million
Q1 2018

Apr 17, 2018
BUY
N/A
10,540 Added 8.26%
138,155 $10.4 Million
Q4 2017

Apr 17, 2018
BUY
N/A
127,615
127,615 $10.6 Million

Others Institutions Holding VNQ

# of Institutions
1,933
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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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