Stone X Group Inc. Vanguard Specialized Funds Van Transaction History

Stone X Group Inc.

$1.14 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$99.96 - $115.1 $482,506 - $555,587	-4,827 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$102.53 - $116.01 $107,759 - $121,926	1,051 Added 27.83%	4,827 $560,000
Q3 2021 Oct 20, 2021	SELL	$101.78 - $110.92 $407 - $443	-4 Reduced 0.11%	3,776 $384,000
Q2 2021 Aug 06, 2021	BUY	$93.53 - $105.5 $116,912 - $131,875	1,250 Added 49.41%	3,780 $385,000
Q1 2021 Jun 23, 2021	BUY	$81.97 - $92.98 $207,384 - $235,239	2,530 New	2,530 $0
Q1 2020 Apr 30, 2020	SELL	$56.91 - $99.57 $196,737 - $344,213	-3,457 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$90.14 - $95.25 $67,965 - $71,818	754 Added 27.89%	3,457 $0
Q3 2019 Nov 12, 2019	SELL	$91.64 - $93.61 $26,667 - $27,240	-291 Reduced 9.72%	2,703 $0
Q2 2019 Jul 17, 2019	BUY	N/A	2,991 Added 99700.0%	2,994 $264,000
Q2 2019 Jul 12, 2019	SELL	N/A	-2,539 Reduced 99.88%	3 $0
Q1 2019 Apr 05, 2019	BUY	N/A	2,542 New	2,542 $0
Q3 2017 Nov 13, 2017	SELL	N/A	-2,844 Closed	0 $0
Q2 2017 Aug 31, 2017	BUY	N/A	2,844	2,844 $237,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.43 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.09 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.01 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.01 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$886 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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