Partners Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Partners Wealth Management, LLC

$95.7 Billion
Q4 2025

A detailed history of Partners Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Partners Wealth Management, LLC holds 4,288 shares of VNQ stock, worth $384,161. This represents 0.4% of its overall portfolio holdings.

Number of Shares

4,288

Previous 4,381 2.12%

Holding current value

$384,161

Previous $401 Million 5.26%

% of portfolio

0.4%

Previous 0.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$88.13 - $92.69 $8,196 - $8,620	-93 Reduced 2.12%	4,288 $379 Million
Q3 2025 Oct 29, 2025	SELL	$88.47 - $93.24 $11,943 - $12,587	-135 Reduced 2.99%	4,381 $401 Million
Q2 2025 Jul 22, 2025	SELL	$79.79 - $91.42 $40,134 - $45,984	-503 Reduced 10.02%	4,516 $409 Million
Q1 2025 Apr 17, 2025	BUY	$85.55 - $94.34 $18,564 - $20,471	217 Added 4.52%	5,019 $454 Million
Q4 2024 Feb 04, 2025	BUY	$87.85 - $98.6 $421,855 - $473,477	4,802 New	4,802 $428 Million

Others Institutions Holding VNQ

# of Institutions

1,948

Shares Held

237M

Call Options Held

1.07M

Put Options Held

1.31M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Partners Wealth Management, LLC Vanguard Specialized Funds Van Transaction History