Wealth Effects LLC Vanguard Specialized Funds Van Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wealth Effects LLC holds 6,960 shares of VNQ stock, worth $653,544. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,960
Previous 6,880 1.16%
Holding current value
$653,544
Previous $670,000 7.61%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Jan 22, 2025
BUY
$87.85 - $98.6 $7,028 - $7,888
80 Added 1.16%
6,960 $619,000
Q2 2024

Aug 02, 2024
SELL
$78.61 - $85.97 $19,259 - $21,062
-245 Reduced 3.44%
6,880 $576,000
Q1 2024

Apr 22, 2024
SELL
$82.58 - $89.12 $660 - $712
-8 Reduced 0.11%
7,125 $616,000
Q4 2023

Jan 29, 2024
SELL
$71.05 - $89.54 $17,691 - $22,295
-249 Reduced 3.37%
7,133 $630,000
Q3 2023

Oct 16, 2023
SELL
$75.44 - $86.89 $226 - $260
-3 Reduced 0.04%
7,382 $558,000
Q2 2023

Jul 18, 2023
SELL
$78.4 - $83.98 $28,380 - $30,400
-362 Reduced 4.67%
7,385 $617,000
Q1 2023

May 04, 2023
SELL
$77.59 - $93.7 $36,156 - $43,664
-466 Reduced 5.67%
7,747 $643,000
Q4 2022

Feb 02, 2023
BUY
$76.14 - $88.09 $625,337 - $723,483
8,213 New
8,213 $677,000

Others Institutions Holding VNQ

# of Institutions
1,913
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
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