Paulson Wealth Management Inc. Vanguard Specialized Funds Van Transaction History

Paulson Wealth Management Inc.

$364 Million
Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 3,039 shares of VNQ stock, worth $285,362. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,039

Previous 3,527 13.84%

Holding current value

$285,362

Previous $343,000 21.28%

% of portfolio

0.07%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$87.85 - $98.6 $42,870 - $48,116	-488 Reduced 13.84%	3,039 $270,000
Q3 2024 Nov 05, 2024	SELL	$82.97 - $98.97 $3,401 - $4,057	-41 Reduced 1.15%	3,527 $343,000
Q2 2024 Jul 25, 2024	BUY	$78.61 - $85.97 $5,502 - $6,017	70 Added 2.0%	3,568 $298,000
Q1 2024 May 03, 2024	BUY	$82.58 - $89.12 $5,780 - $6,238	70 Added 2.04%	3,498 $302,000
Q4 2023 Feb 13, 2024	SELL	$71.05 - $89.54 $6,323 - $7,969	-89 Reduced 2.53%	3,428 $302,000
Q3 2023 Nov 01, 2023	BUY	$75.44 - $86.89 $4,601 - $5,300	61 Added 1.77%	3,517 $266,000
Q2 2023 Aug 01, 2023	BUY	$78.4 - $83.98 $60,681 - $65,000	774 Added 28.86%	3,456 $288,000
Q1 2023 May 09, 2023	BUY	$77.59 - $93.7 $208,096 - $251,303	2,682 New	2,682 $222,000
Q1 2022 May 02, 2022	SELL	$99.96 - $115.1 $200,919 - $231,351	-2,010 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$102.53 - $116.01 $58,339 - $66,009	-569 Reduced 22.06%	2,010 $233,000
Q3 2021 Oct 22, 2021	SELL	$101.78 - $110.92 $2,748 - $2,994	-27 Reduced 1.04%	2,579 $263,000
Q2 2021 Jul 26, 2021	BUY	$93.53 - $105.5 $43,304 - $48,846	463 Added 21.61%	2,606 $265,000
Q1 2021 Apr 30, 2021	BUY	$81.97 - $92.98 $175,661 - $199,256	2,143 New	2,143 $206,000
Q1 2018 May 02, 2018	SELL	N/A	-2,049 Closed	0 $0
Q4 2017 Mar 01, 2018	BUY	N/A	2,049	2,049 $170,000

Others Institutions Holding VNQ

# of Institutions

1,911

Shares Held

228M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Paulson Wealth Management Inc. Vanguard Specialized Funds Van Transaction History