True Wealth Financial Partners Vanguard Specialized Funds Van Transaction History

True Wealth Financial Partners

  • $194 Million
  • Q3 2025

A detailed history of True Wealth Financial Partners transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, True Wealth Financial Partners holds 113,187 shares of VNQ stock, worth $10.1 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares
113,187
Previous 143,056 20.88%
Holding current value
$10.1 Million
Previous $12.7 Million 18.78%
% of portfolio
5.34%
Previous 7.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 20, 2025
SELL
$88.47 - $93.24 $2.64 Million - $2.78 Million
-29,869 Reduced 20.88%
113,187 $10.3 Million
Q2 2025

Aug 13, 2025
SELL
$79.79 - $91.42 $781,064 - $894,910
-9,789 Reduced 6.4%
143,056 $12.7 Million
Q1 2025

May 15, 2025
SELL
$85.55 - $94.34 $795,187 - $876,890
-9,295 Reduced 5.73%
152,845 $13.8 Million
Q4 2024

Feb 13, 2025
BUY
$87.85 - $98.6 $98,831 - $110,925
1,125 Added 0.7%
162,140 $14.4 Million
Q3 2024

Nov 14, 2024
BUY
$82.97 - $98.97 $820,241 - $978,417
9,886 Added 6.54%
161,015 $15.7 Million
Q2 2024

Aug 09, 2024
BUY
$78.61 - $85.97 $953,539 - $1.04 Million
12,130 Added 8.73%
151,129 $12.7 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $183,162 - $197,668
2,218 Added 1.62%
138,999 $12 Million
Q4 2023

Feb 14, 2024
BUY
$71.05 - $89.54 $144,089 - $181,587
2,028 Added 1.5%
136,781 $12.1 Million
Q3 2023

Nov 06, 2023
BUY
$75.44 - $86.89 $551,089 - $634,731
7,305 Added 5.73%
134,753 $10.2 Million
Q2 2023

Jul 24, 2023
BUY
$78.4 - $83.98 $166,678 - $178,541
2,126 Added 1.7%
127,448 $10.6 Million
Q1 2023

May 11, 2023
BUY
$77.59 - $93.7 $1.17 Million - $1.42 Million
15,125 Added 13.73%
125,322 $10.4 Million
Q4 2022

Feb 06, 2023
BUY
$76.14 - $88.09 $367,527 - $425,210
4,827 Added 4.58%
110,197 $9.09 Million
Q3 2022

Nov 09, 2022
BUY
$79.28 - $102.13 $261,069 - $336,314
3,293 Added 3.23%
105,370 $8.45 Million
Q2 2022

Aug 05, 2022
BUY
$87.04 - $112.5 $447,907 - $578,925
5,146 Added 5.31%
102,077 $9.3 Million
Q1 2022

May 10, 2022
BUY
$99.96 - $115.1 $201,219 - $231,696
2,013 Added 2.12%
96,931 $10.5 Million
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $9.73 Million - $11 Million
94,918 New
94,918 $11 Million

Others Institutions Holding VNQ

# of Institutions
1,945
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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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