Vsm Wealth Advisory, LLC Vanguard Specialized Funds Van Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 9,021 shares of VNQ stock, worth $808,191. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,021
Previous 11,143 19.04%
Holding current value
$808,191
Previous $992 Million 16.89%
% of portfolio
0.26%
Previous 0.33%

Shares

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

Nov 12, 2025
SELL
$88.47 - $93.24 $187,733 - $197,855
-2,122 Reduced 19.04%
9,021 $825 Million
Q2 2025

Aug 11, 2025
SELL
$79.79 - $91.42 $131,733 - $150,934
-1,651 Reduced 12.9%
11,143 $992 Million
Q1 2025

May 05, 2025
SELL
$85.55 - $94.34 $391,049 - $431,228
-4,571 Reduced 26.32%
12,794 $1.16 Billion
Q4 2024

Feb 10, 2025
BUY
$87.85 - $98.6 $1.53 Million - $1.71 Million
17,365 New
17,365 $1.55 Billion

Others Institutions Holding VNQ

# of Institutions
1,933
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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