Roi Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Roi Financial Advisors, LLC

  • $147 Billion
  • Q4 2024

A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,240 shares of VNQ stock, worth $470,080. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,240
Previous 5,388 2.75%
Holding current value
$470,080
Previous $525 Million 11.08%
% of portfolio
0.32%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$87.85 - $98.6 $13,001 - $14,592
-148 Reduced 2.75%
5,240 $467 Million
Q3 2024

Nov 05, 2024
BUY
$82.97 - $98.97 $6,720 - $8,016
81 Added 1.53%
5,388 $525 Million
Q2 2024

Aug 09, 2024
SELL
$78.61 - $85.97 $786 - $859
-10 Reduced 0.19%
5,307 $452 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $247 - $267
3 Added 0.06%
5,317 $460 Million
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $377,559 - $475,815
5,314 New
5,314 $470 Million

Others Institutions Holding VNQ

# of Institutions
1,918
Shares Held
235M
Call Options Held
1.45M
Put Options Held
1.56M
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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