Pillar Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Pillar Wealth Advisors, LLC

$3.35 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$82.58 - $89.12 $1,238 - $1,336	15 Added 0.64%	2,366 $204,000
Q4 2023 Feb 05, 2024	BUY	$71.05 - $89.54 $167,038 - $210,508	2,351 New	2,351 $207,000
Q2 2023 Aug 04, 2023	SELL	$78.4 - $83.98 $23,049 - $24,690	-294 Reduced 10.8%	2,428 $202,000
Q1 2023 May 05, 2023	BUY	$77.59 - $93.7 $698 - $843	9 Added 0.33%	2,722 $226,000
Q4 2022 Feb 09, 2023	SELL	$76.14 - $88.09 $2,817 - $3,259	-37 Reduced 1.35%	2,713 $223,000
Q3 2022 Nov 04, 2022	SELL	$79.28 - $102.13 $36,072 - $46,469	-455 Reduced 14.2%	2,750 $220,000
Q2 2022 Aug 05, 2022	BUY	$87.04 - $112.5 $348 - $450	4 Added 0.12%	3,205 $292,000
Q1 2022 May 09, 2022	BUY	$99.96 - $115.1 $199 - $230	2 Added 0.06%	3,201 $347,000
Q4 2021 Feb 10, 2022	BUY	$102.53 - $116.01 $327,993 - $371,115	3,199 New	3,199 $371,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.45 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.1 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.02 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.02 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$895 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pillar Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pillar Wealth Advisors, LLC with notifications on news.