North Ridge Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History

North Ridge Wealth Advisors, Inc.

$147 Billion
Q3 2024

A detailed history of North Ridge Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 6,679 shares of VNQ stock, worth $599,173. This represents 0.44% of its overall portfolio holdings.

Number of Shares

6,679

Previous 8,443 20.89%

Holding current value

$599,173

Previous $707 Million 7.99%

% of portfolio

0.44%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$82.97 - $98.97 $146,359 - $174,583	-1,764 Reduced 20.89%	6,679 $651 Million
Q2 2024 Jul 30, 2024	SELL	$78.61 - $85.97 $90,165 - $98,607	-1,147 Reduced 11.96%	8,443 $707 Million
Q1 2024 Apr 24, 2024	BUY	$82.58 - $89.12 $3,881 - $4,188	47 Added 0.49%	9,590 $829 Million
Q4 2023 Jan 18, 2024	SELL	$71.05 - $89.54 $211,657 - $266,739	-2,979 Reduced 23.79%	9,543 $843 Million
Q3 2023 Oct 19, 2023	SELL	$75.44 - $86.89 $30,176 - $34,756	-400 Reduced 3.1%	12,522 $947 Million
Q2 2023 Jul 26, 2023	BUY	$78.4 - $83.98 $5,488 - $5,878	70 Added 0.54%	12,922 $1.08 Billion
Q1 2023 Apr 28, 2023	BUY	$77.59 - $93.7 $997,186 - $1.2 Million	12,852 New	12,852 $1.07 Billion

Others Institutions Holding VNQ

# of Institutions

1,920

Shares Held

235M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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North Ridge Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History