Waterford Advisors, LLC Vanguard Specialized Funds Van Transaction History

Waterford Advisors, LLC

$289 Billion
Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Waterford Advisors, LLC holds 17,832 shares of VNQ stock, worth $1.6 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

17,832

Previous 3,688 383.51%

Holding current value

$1.6 Million

Previous $328,000 496909.76%

% of portfolio

0.56%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$88.47 - $93.24 $1.25 Million - $1.32 Million	14,144 Added 383.51%	17,832 $1.63 Billion
Q2 2025 Aug 14, 2025	SELL	$79.79 - $91.42 $1.37 Million - $1.57 Million	-17,219 Reduced 82.36%	3,688 $328,000
Q1 2025 May 14, 2025	SELL	$85.55 - $94.34 $36,102 - $39,811	-422 Reduced 1.98%	20,907 $1.89 Million
Q3 2024 Nov 14, 2024	SELL	$82.97 - $98.97 $41,402 - $49,386	-499 Reduced 2.29%	21,329 $2.08 Million
Q4 2023 Feb 13, 2024	BUY	$71.05 - $89.54 $43,837 - $55,246	617 Added 2.91%	21,828 $1.93 Million

Q3 2023 Nov 07, 2023	SELL	$75.44 - $86.89 $98,524 - $113,478	-1,306 Reduced 5.8%	21,211 $1.6 Million
Q1 2023 May 02, 2023	SELL	$77.59 - $93.7 $56,951 - $68,775	-734 Reduced 3.16%	22,517 $1.87 Million
Q4 2022 Feb 14, 2023	BUY	$76.14 - $88.09 $1.77 Million - $2.05 Million	23,251 New	23,251 $1.92 Million

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

Ticker VNQ
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Waterford Advisors, LLC Vanguard Specialized Funds Van Transaction History