Mycio Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Mycio Wealth Partners, LLC

  • $430 Million
  • Q3 2025

A detailed history of Mycio Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 2,200 shares of VNQ stock, worth $197,098. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,200
Previous 2,200 -0.0%
Holding current value
$197,098
Previous $195,000 3.08%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$87.85 - $98.6 $193,270 - $216,920
2,200 New
2,200 $195,000
Q4 2022

Jan 25, 2023
BUY
$76.14 - $88.09 $2.45 Million - $2.84 Million
32,193 New
32,193 $0
Q1 2020

May 14, 2020
SELL
$56.91 - $99.57 $336,565 - $588,856
-5,914 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$90.14 - $95.25 $255,006 - $269,462
-2,829 Reduced 32.36%
5,914 $549,000
Q3 2019

Nov 12, 2019
BUY
$91.64 - $93.61 $5,315 - $5,429
58 Added 0.67%
8,743 $815,000
Q2 2019

Aug 05, 2019
BUY
N/A
22 Added 0.25%
8,685 $759,000
Q1 2019

Apr 18, 2019
SELL
N/A
-1 Reduced 0.01%
8,663 $753,000
Q4 2018

Jan 22, 2019
BUY
N/A
839 Added 10.72%
8,664 $646,000
Q3 2018

Oct 25, 2018
BUY
N/A
44 Added 0.57%
7,825 $631,000
Q2 2018

Jul 19, 2018
BUY
N/A
87 Added 1.13%
7,781 $634,000
Q1 2018

Apr 27, 2018
SELL
N/A
-1,459 Reduced 15.94%
7,694 $581,000
Q4 2017

Jan 31, 2018
BUY
N/A
64 Added 0.7%
9,153 $760,000
Q3 2017

Oct 19, 2017
BUY
N/A
43 Added 0.48%
9,089 $755,000
Q2 2017

Aug 10, 2017
BUY
N/A
538 Added 6.32%
9,046 $753,000
Q2 2017

Aug 08, 2017
BUY
N/A
8,508
8,508 $703,000

Others Institutions Holding VNQ

# of Institutions
1,935
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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