Pb Mares Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Pb Mares Wealth Management LLC

  • $609 Million
  • Q3 2025

A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,091 shares of VNQ stock, worth $276,922. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,091
Previous 2,936 5.28%
Holding current value
$276,922
Previous $261,000 8.05%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 27, 2025
BUY
$88.47 - $93.24 $13,712 - $14,452
155 Added 5.28%
3,091 $282,000
Q2 2025

Jul 18, 2025
SELL
$79.79 - $91.42 $6,143 - $7,039
-77 Reduced 2.56%
2,936 $261,000
Q1 2025

Apr 23, 2025
SELL
$85.55 - $94.34 $8,811 - $9,717
-103 Reduced 3.31%
3,013 $272,000
Q4 2024

Jan 24, 2025
SELL
$87.85 - $98.6 $1,932 - $2,169
-22 Reduced 0.7%
3,116 $277,000
Q3 2024

Oct 25, 2024
SELL
$82.97 - $98.97 $119,476 - $142,516
-1,440 Reduced 31.45%
3,138 $305,000
Q2 2024

Jul 22, 2024
SELL
$78.61 - $85.97 $391,320 - $427,958
-4,978 Reduced 52.09%
4,578 $383,000
Q1 2024

Apr 29, 2024
BUY
$82.58 - $89.12 $381,189 - $411,377
4,616 Added 93.44%
9,556 $826,000
Q4 2023

Jan 26, 2024
SELL
$71.05 - $89.54 $6,820 - $8,595
-96 Reduced 1.91%
4,940 $436,000
Q3 2023

Oct 26, 2023
SELL
$75.44 - $86.89 $7,091 - $8,167
-94 Reduced 1.83%
5,036 $381,000
Q2 2023

Jul 24, 2023
BUY
$78.4 - $83.98 $11,603 - $12,429
148 Added 2.97%
5,130 $428,000
Q1 2023

Apr 27, 2023
BUY
$77.59 - $93.7 $6,827 - $8,245
88 Added 1.8%
4,982 $413,000
Q4 2022

Jan 31, 2023
SELL
$76.14 - $88.09 $323,671 - $374,470
-4,251 Reduced 46.48%
4,894 $403,000
Q3 2022

Oct 25, 2022
BUY
$79.28 - $102.13 $45,982 - $59,235
580 Added 6.77%
9,145 $733,000
Q2 2022

Jul 21, 2022
BUY
$87.04 - $112.5 $180,259 - $232,987
2,071 Added 31.89%
8,565 $780,000
Q1 2022

Apr 26, 2022
BUY
$99.96 - $115.1 $1,899 - $2,186
19 Added 0.29%
6,494 $704,000
Q4 2021

Feb 02, 2022
BUY
$102.53 - $116.01 $20,711 - $23,434
202 Added 3.22%
6,475 $751,000
Q3 2021

Nov 02, 2021
BUY
$101.78 - $110.92 $24,427 - $26,620
240 Added 3.98%
6,273 $638,000
Q2 2021

Jul 13, 2021
BUY
$93.53 - $105.5 $110,645 - $124,806
1,183 Added 24.39%
6,033 $614,000
Q1 2021

Apr 15, 2021
BUY
$81.97 - $92.98 $153,447 - $174,058
1,872 Added 62.86%
4,850 $446,000
Q4 2020

Jan 25, 2021
BUY
$76.08 - $86.67 $23,204 - $26,434
305 Added 11.41%
2,978 $253,000
Q2 2020

Jul 14, 2020
BUY
$64.53 - $86.79 $172,488 - $231,989
2,673 New
2,673 $210,000
Q1 2020

Apr 17, 2020
SELL
$56.91 - $99.57 $158,380 - $277,103
-2,783 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$90.14 - $95.25 $250,859 - $265,080
2,783 New
2,783 $258,000

Others Institutions Holding VNQ

# of Institutions
1,937
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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