Waller Financial Planning Group, Inc Vanguard Specialized Funds Van Transaction History

Waller Financial Planning Group, Inc

  • $403 Million
  • Q3 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 46,105 shares of VNQ stock, worth $4.12 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
46,105
Previous 46,300 0.42%
Holding current value
$4.12 Million
Previous $3.88 Million 15.81%
% of portfolio
1.11%
Previous 1.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 02, 2024
SELL
$82.97 - $98.97 $16,179 - $19,299
-195 Reduced 0.42%
46,105 $4.49 Million
Q2 2024

Jul 02, 2024
SELL
$78.61 - $85.97 $179,466 - $196,269
-2,283 Reduced 4.7%
46,300 $3.88 Million
Q1 2024

Apr 02, 2024
SELL
$82.58 - $89.12 $254,924 - $275,113
-3,087 Reduced 5.97%
48,583 $4.2 Million
Q4 2023

Jan 03, 2024
SELL
$71.05 - $89.54 $83,199 - $104,851
-1,171 Reduced 2.22%
51,670 $4.57 Million
Q3 2023

Oct 18, 2023
SELL
$75.44 - $86.89 $62,916 - $72,466
-834 Reduced 1.55%
52,841 $4 Million
Q2 2023

Jul 05, 2023
BUY
$78.4 - $83.98 $79,184 - $84,819
1,010 Added 1.92%
53,675 $4.49 Million
Q1 2023

Apr 18, 2023
SELL
$77.59 - $93.7 $193,354 - $233,500
-2,492 Reduced 4.52%
52,665 $4.37 Million
Q4 2022

Jan 05, 2023
BUY
$76.14 - $88.09 $1.15 Million - $1.34 Million
15,156 Added 37.89%
55,157 $0
Q3 2022

Oct 20, 2022
BUY
$79.28 - $102.13 $770,363 - $992,397
9,717 Added 32.09%
40,001 $3.21 Million
Q2 2022

Jul 18, 2022
BUY
$87.04 - $112.5 $2.46 Million - $3.18 Million
28,299 Added 1425.64%
30,284 $2.76 Million
Q1 2022

Apr 18, 2022
BUY
$99.96 - $115.1 $198,420 - $228,473
1,985 New
1,985 $215,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
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 Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, 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 Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email