Pinnacle Family Advisors, LLC Vanguard Specialized Funds Van Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 8,208 shares of VNQ stock, worth $736,339. This represents 0.4% of its overall portfolio holdings.

Number of Shares

8,208

Previous 7,798 5.26%

Holding current value

$736,339

Previous $759,000 3.69%

% of portfolio

0.4%

Previous 0.44%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$87.85 - $98.6 $36,018 - $40,426	410 Added 5.26%	8,208 $731,000
Q3 2024 Nov 14, 2024	SELL	$82.97 - $98.97 $13,607 - $16,231	-164 Reduced 2.06%	7,798 $759,000
Q2 2024 Aug 14, 2024	BUY	$78.61 - $85.97 $625,892 - $684,493	7,962 New	7,962 $666,000
Q1 2022 May 16, 2022	SELL	$99.96 - $115.1 $280,687 - $323,200	-2,808 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$102.53 - $116.01 $459,129 - $519,492	-4,478 Reduced 61.46%	2,808 $326,000
Q3 2021 Nov 12, 2021	BUY	$101.78 - $110.92 $18,015 - $19,632	177 Added 2.49%	7,286 $742,000
Q2 2021 Aug 16, 2021	BUY	$93.53 - $105.5 $388,523 - $438,247	4,154 Added 140.58%	7,109 $724,000
Q1 2021 May 14, 2021	BUY	$81.97 - $92.98 $242,221 - $274,755	2,955 New	2,955 $271,000
Q1 2020 May 13, 2020	SELL	$56.91 - $99.57 $172,608 - $301,995	-3,033 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$90.14 - $95.25 $2,433 - $2,571	27 Added 0.9%	3,033 $281,000
Q3 2019 Nov 14, 2019	BUY	$91.64 - $93.61 $15,212 - $15,539	166 Added 5.85%	3,006 $280,000
Q2 2019 Aug 14, 2019	BUY	N/A	2,840 New	2,840 $248,000
Q1 2018 May 15, 2018	SELL	N/A	-6,775 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	983 Added 16.97%	6,775 $562,000
Q3 2017 Nov 13, 2017	SELL	N/A	-14 Reduced 0.24%	5,792 $481,000
Q2 2017 Sep 08, 2017	BUY	N/A	237 Added 4.26%	5,806 $483,000
Q1 2017 Sep 08, 2017	BUY	N/A	5,569	5,569 $460,000

Others Institutions Holding VNQ

# of Institutions

1,919

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Pinnacle Family Advisors, LLC Vanguard Specialized Funds Van Transaction History