A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 56,195 shares of VNQ stock, worth $5.02 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
56,195
Previous 58,792 4.42%
Holding current value
$5.02 Million
Previous $4.92 Billion 11.17%
% of portfolio
2.04%
Previous 2.34%

Shares

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

Nov 14, 2024

SELL
$82.97 - $98.97 $215,473 - $257,025
-2,597 Reduced 4.42%
56,195 $5.47 Billion
Q2 2024

Aug 14, 2024

SELL
$78.61 - $85.97 $156,512 - $171,166
-1,991 Reduced 3.28%
58,792 $4.92 Billion
Q1 2024

May 15, 2024

SELL
$82.58 - $89.12 $79,276 - $85,555
-960 Reduced 1.55%
60,783 $5.26 Billion
Q4 2023

Feb 14, 2024

BUY
$71.05 - $89.54 $4.39 Million - $5.53 Million
61,743 New
61,743 $5.46 Billion

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Sterling Wealth Management, Inc. Portfolio

Follow Sterling Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Management, Inc. with notifications on news.