Stockman Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History

Stockman Wealth Management, Inc.

  • $623 Million
  • Q3 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 3,482 shares of VNQ stock, worth $297,885. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,482
Previous 3,482 -0.0%
Holding current value
$297,885
Previous $291,000 16.49%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$78.61 - $85.97 $3,930 - $4,298
50 Added 1.46%
3,482 $291,000
Q3 2023

Oct 31, 2023
SELL
$75.44 - $86.89 $193,277 - $222,612
-2,562 Reduced 42.74%
3,432 $259,000
Q1 2023

May 04, 2023
SELL
$77.59 - $93.7 $54,313 - $65,590
-700 Reduced 10.46%
5,994 $497,000
Q3 2022

Nov 07, 2022
SELL
$79.28 - $102.13 $1,189 - $1,531
-15 Reduced 0.22%
6,694 $537,000
Q2 2022

Jul 28, 2022
SELL
$87.04 - $112.5 $30,899 - $39,937
-355 Reduced 5.03%
6,709 $611,000
Q1 2022

May 05, 2022
BUY
$99.96 - $115.1 $75,969 - $87,476
760 Added 12.06%
7,064 $766,000
Q3 2021

Nov 02, 2021
BUY
$101.78 - $110.92 $5,292 - $5,767
52 Added 0.83%
6,304 $642,000
Q2 2021

Aug 12, 2021
SELL
$93.53 - $105.5 $75,759 - $85,455
-810 Reduced 11.47%
6,252 $636,000
Q1 2021

May 05, 2021
SELL
$81.97 - $92.98 $245,910 - $278,940
-3,000 Reduced 29.82%
7,062 $649,000
Q4 2020

Feb 08, 2021
BUY
$76.08 - $86.67 $324,481 - $369,647
4,265 Added 73.57%
10,062 $855,000
Q2 2020

Aug 11, 2020
SELL
$64.53 - $86.79 $3,226 - $4,339
-50 Reduced 0.86%
5,797 $455,000
Q1 2020

May 06, 2020
BUY
$56.91 - $99.57 $74,893 - $131,034
1,316 Added 29.04%
5,847 $408,000
Q2 2019

Aug 08, 2019
SELL
N/A
-50 Reduced 1.09%
4,531 $396,000
Q4 2018

Feb 08, 2019
BUY
N/A
330 Added 7.76%
4,581 $342,000
Q3 2018

Nov 02, 2018
BUY
N/A
355 Added 9.11%
4,251 $343,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,500 Reduced 27.8%
3,896 $317,000
Q1 2018

May 10, 2018
BUY
N/A
184 Added 3.53%
5,396 $407,000
Q4 2017

Feb 12, 2018
SELL
N/A
-2,650 Reduced 33.71%
5,212 $432,000
Q3 2017

Nov 14, 2017
BUY
N/A
7,862
7,862 $653,000

Others Institutions Holding VNQ

# of Institutions
1,821
Shares Held
238M
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
Track This Portfolio

Track Stockman Wealth Management, Inc. Portfolio

Follow Stockman 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 Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email