Wealth Shield Partners, LLC Vanguard Specialized Funds Van Transaction History

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 7,686 shares of VNQ stock, worth $688,588. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,686
Previous 7,708 0.29%
Holding current value
$688,588
Previous $686,000 2.33%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 31, 2025
SELL
$88.47 - $93.24 $1,946 - $2,051
-22 Reduced 0.29%
7,686 $702,000
Q2 2025

Aug 08, 2025
BUY
$79.79 - $91.42 $8,776 - $10,056
110 Added 1.45%
7,708 $686,000
Q1 2025

May 09, 2025
BUY
$85.55 - $94.34 $8,383 - $9,245
98 Added 1.31%
7,598 $687,000
Q4 2024

Feb 04, 2025
BUY
$87.85 - $98.6 $50,425 - $56,596
574 Added 8.29%
7,500 $668,000
Q3 2024

Nov 04, 2024
BUY
$82.97 - $98.97 $36,838 - $43,942
444 Added 6.85%
6,926 $674,000
Q2 2024

Jul 26, 2024
BUY
$78.61 - $85.97 $85,684 - $93,707
1,090 Added 20.22%
6,482 $542,000
Q1 2024

Apr 29, 2024
SELL
$82.58 - $89.12 $161,691 - $174,496
-1,958 Reduced 26.64%
5,392 $466,000
Q4 2023

Jan 23, 2024
SELL
$71.05 - $89.54 $38,651 - $48,709
-544 Reduced 6.89%
7,350 $649,000
Q3 2023

Oct 25, 2023
SELL
$75.44 - $86.89 $7,845 - $9,036
-104 Reduced 1.3%
7,894 $597,000
Q2 2023

Aug 03, 2023
SELL
$78.4 - $83.98 $92,041 - $98,592
-1,174 Reduced 12.8%
7,998 $668,000
Q1 2023

May 08, 2023
BUY
$77.59 - $93.7 $90,004 - $108,692
1,160 Added 14.48%
9,172 $761,000
Q4 2022

Feb 13, 2023
SELL
$76.14 - $88.09 $2,741 - $3,171
-36 Reduced 0.45%
8,012 $660,000
Q3 2022

Nov 04, 2022
BUY
$79.28 - $102.13 $20,771 - $26,758
262 Added 3.37%
8,048 $645,000
Q2 2022

Aug 11, 2022
SELL
$87.04 - $112.5 $70,850 - $91,575
-814 Reduced 9.47%
7,786 $709,000
Q1 2022

May 09, 2022
SELL
$99.96 - $115.1 $146,341 - $168,506
-1,464 Reduced 14.55%
8,600 $932,000
Q4 2021

Feb 10, 2022
SELL
$102.53 - $116.01 $4.66 Million - $5.28 Million
-45,488 Reduced 81.88%
10,064 $1.17 Million
Q3 2021

Nov 12, 2021
BUY
$101.78 - $110.92 $76,742 - $83,633
754 Added 1.38%
55,552 $5.66 Million
Q2 2021

Aug 06, 2021
BUY
$93.53 - $105.5 $4.52 Million - $5.09 Million
48,277 Added 740.33%
54,798 $5.58 Million
Q1 2021

May 17, 2021
SELL
$81.97 - $92.98 $5,737 - $6,508
-70 Reduced 1.06%
6,521 $43,000
Q4 2020

Feb 16, 2021
BUY
$76.08 - $86.67 $4,108 - $4,680
54 Added 0.83%
6,591 $560,000
Q3 2020

Oct 30, 2020
BUY
$76.31 - $83.64 $36,857 - $40,398
483 Added 7.98%
6,537 $516,000
Q2 2020

Aug 13, 2020
SELL
$64.53 - $86.79 $4,968 - $6,682
-77 Reduced 1.26%
6,054 $475,000
Q1 2020

May 12, 2020
SELL
$56.91 - $99.57 $23,048 - $40,325
-405 Reduced 6.2%
6,131 $429,000
Q3 2019

Nov 13, 2019
SELL
$91.64 - $93.61 $4,673 - $4,774
-51 Reduced 0.77%
6,536 $609,000
Q4 2018

Feb 14, 2019
SELL
N/A
-121 Reduced 1.8%
6,587 $491,000
Q3 2018

Nov 05, 2018
BUY
N/A
56 Added 0.84%
6,708 $542,000
Q2 2018

Aug 02, 2018
BUY
N/A
67 Added 1.02%
6,652 $542,000
Q1 2018

May 11, 2018
BUY
N/A
525 Added 8.66%
6,585 $497,000
Q4 2017

Apr 18, 2018
BUY
N/A
6,060
6,060 $501,000

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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