New England Private Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 2,950 shares of VNQ stock, worth $264,290. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,950
Previous 2,675 10.28%
Holding current value
$264,290
Previous $238,000 13.03%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2025
BUY
$88.47 - $93.24 $24,329 - $25,641
275 Added 10.28%
2,950 $269,000
Q2 2025

Aug 07, 2025
BUY
$79.79 - $91.42 $319 - $365
4 Added 0.15%
2,675 $238,000
Q1 2025

May 08, 2025
BUY
$85.55 - $94.34 $228,504 - $251,982
2,671 New
2,671 $241,000
Q2 2021

Aug 12, 2021
SELL
$93.53 - $105.5 $227,745 - $256,892
-2,435 Closed
0 $0
Q1 2021

May 11, 2021
BUY
$81.97 - $92.98 $199,596 - $226,406
2,435 New
2,435 $222,000
Q4 2017

Feb 13, 2018
SELL
N/A
-2,785 Closed
0 $0
Q3 2017

Nov 09, 2017
BUY
N/A
2,785
2,785 $231,000

Others Institutions Holding VNQ

# of Institutions
1,947
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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