Strategic Wealth Partners, Ltd. Vanguard Specialized Funds Van Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 2,456 shares of VNQ stock, worth $221,482. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,456
Holding current value
$221,482
% of portfolio
0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$87.85 - $98.6 $215,759 - $242,161
2,456 New
2,456 $218,000
Q3 2024

Oct 08, 2024
SELL
$82.97 - $98.97 $210,577 - $251,185
-2,538 Closed
0 $0
Q2 2024

Oct 08, 2024
SELL
$78.61 - $85.97 $393 - $429
-5 Reduced 0.2%
2,538 $212,000
Q1 2024

May 20, 2024
BUY
$82.58 - $89.12 $8,588 - $9,268
104 Added 4.26%
2,543 $219,000
Q4 2023

May 20, 2024
BUY
$71.05 - $89.54 $173,290 - $218,388
2,439 New
2,439 $215,000
Q3 2023

May 20, 2024
SELL
$75.44 - $86.89 $181,282 - $208,796
-2,403 Closed
0 $0
Q2 2023

May 20, 2024
BUY
$78.4 - $83.98 $188,395 - $201,803
2,403 New
2,403 $200,000
Q1 2023

Apr 24, 2023
SELL
$77.59 - $93.7 $195,526 - $236,124
-2,520 Closed
0 $0
Q4 2022

Apr 24, 2023
SELL
$76.14 - $88.09 $44,237 - $51,180
-581 Reduced 18.74%
2,520 $207,000
Q3 2022

Apr 24, 2023
BUY
$79.28 - $102.13 $23,149 - $29,821
292 Added 10.4%
3,101 $0
Q2 2022

Aug 22, 2022
BUY
$87.04 - $112.5 $244,495 - $316,012
2,809 New
2,809 $256,000
Q4 2019

Jan 30, 2020
SELL
$90.14 - $95.25 $126,015 - $133,159
-1,398 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$91.64 - $93.61 $31,157 - $31,827
340 Added 32.14%
1,398 $37.4 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-1,296 Reduced 55.06%
1,058 $92,000
Q1 2019

May 14, 2019
SELL
N/A
-43 Reduced 1.79%
2,354 $204,000
Q4 2018

Jan 24, 2019
SELL
N/A
-260 Reduced 9.79%
2,397 $0
Q3 2018

Dec 06, 2018
SELL
N/A
-1,411 Reduced 34.69%
2,657 $214,000
Q2 2018

Sep 04, 2018
SELL
N/A
-6,250 Reduced 60.57%
4,068 $331,000
Q1 2018

Jul 13, 2018
BUY
N/A
10,318 New
10,318 $779,000

Others Institutions Holding VNQ

# of Institutions
1,916
Shares Held
227M
Call Options Held
1.45M
Put Options Held
1.56M
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 Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email