Smart Wealth LLC Vanguard Specialized Funds Van Transaction History

Smart Wealth LLC

  • $255 Billion
  • Q3 2024

A detailed history of Smart Wealth LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Smart Wealth LLC holds 9,759 shares of VNQ stock, worth $872,552. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,759
Previous 7,259 34.44%
Holding current value
$872,552
Previous $608 Million 56.37%
% of portfolio
0.37%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 13, 2024
BUY
$82.97 - $98.97 $207,425 - $247,425
2,500 Added 34.44%
9,759 $951 Million
Q2 2024

Dec 13, 2024
BUY
$78.61 - $85.97 $155,176 - $169,704
1,974 Added 37.35%
7,259 $608 Million
Q1 2024

Dec 13, 2024
BUY
$82.58 - $89.12 $436,435 - $470,999
5,285 New
5,285 $457 Million

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
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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