Sfg Wealth Management, Llc. Vanguard Specialized Funds Van Transaction History

Sfg Wealth Management, Llc.

  • $211 Million
  • Q3 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 8,528 shares of VNQ stock, worth $764,023. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,528
Previous 14,056 39.33%
Holding current value
$764,023
Previous $1.25 Million 37.73%
% of portfolio
0.37%
Previous 0.76%

Shares

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

Nov 13, 2025
SELL
$88.47 - $93.24 $489,062 - $515,430
-5,528 Reduced 39.33%
8,528 $779,000
Q1 2025

Apr 23, 2025
BUY
$85.55 - $94.34 $945,840 - $1.04 Million
11,056 Added 368.53%
14,056 $1.27 Million
Q4 2024

Jan 16, 2025
BUY
$87.85 - $98.6 $82,403 - $92,486
938 Added 45.49%
3,000 $267,000
Q3 2024

Oct 31, 2024
BUY
$82.97 - $98.97 $171,084 - $204,076
2,062 New
2,062 $200,000
Q2 2022

Jul 13, 2022
SELL
$87.04 - $112.5 $184,698 - $238,725
-2,122 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$99.96 - $115.1 $99 - $115
1 Added 0.05%
2,122 $230,000
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $217,466 - $246,057
2,121 New
2,121 $246,000

Others Institutions Holding VNQ

# of Institutions
1,934
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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