Morling Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,324 shares of VNQ stock, worth $118,378. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,324
Previous 1,148 15.33%
Holding current value
$118,378
Previous $96,000 33.33%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 18, 2024
BUY
$82.97 - $98.97 $14,602 - $17,418
176 Added 15.33%
1,324 $128,000
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $825 - $891
10 Added 0.88%
1,148 $99,000
Q4 2023

Feb 02, 2024
BUY
$71.05 - $89.54 $1,705 - $2,148
24 Added 2.15%
1,138 $100,000
Q3 2023

Nov 08, 2023
BUY
$75.44 - $86.89 $905 - $1,042
12 Added 1.09%
1,114 $84,000
Q2 2023

Jul 28, 2023
BUY
$78.4 - $83.98 $74,715 - $80,032
953 Added 639.6%
1,102 $92,000
Q1 2023

May 02, 2023
BUY
$77.59 - $93.7 $11,483 - $13,867
148 Added 14800.0%
149 $12,000
Q2 2022

Aug 01, 2022
BUY
$87.04 - $112.5 $87 - $112
1 New
1 $0

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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