West Hill Financial Advisors, Inc. Vanguard Specialized Funds Van Transaction History

West Hill Financial Advisors, Inc.

$436 Million
Q1 2025

A detailed history of West Hill Financial Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 72,486 shares of VNQ stock, worth $6.28 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

72,486

Previous 66,648 8.76%

Holding current value

$6.28 Million

Previous $5.94 Million 10.53%

% of portfolio

1.5%

Previous 1.33%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$85.55 - $94.34 $499,440 - $550,756	5,838 Added 8.76%	72,486 $6.56 Million
Q4 2024 Jan 31, 2025	BUY	$87.85 - $98.6 $109,461 - $122,855	1,246 Added 1.91%	66,648 $5.94 Million
Q3 2024 Oct 18, 2024	SELL	$82.97 - $98.97 $183,612 - $219,020	-2,213 Reduced 3.27%	65,402 $6.37 Million
Q2 2024 Jul 19, 2024	BUY	$78.61 - $85.97 $3,537 - $3,868	45 Added 0.07%	67,615 $5.66 Million
Q1 2024 Apr 24, 2024	BUY	$82.58 - $89.12 $298,196 - $321,812	3,611 Added 5.65%	67,570 $5.84 Million
Q4 2023 Jan 31, 2024	BUY	$71.05 - $89.54 $25,151 - $31,697	354 Added 0.56%	63,959 $5.65 Million
Q3 2023 Nov 13, 2023	BUY	$75.44 - $86.89 $414,241 - $477,112	5,491 Added 9.45%	63,605 $4.81 Million
Q2 2023 Aug 10, 2023	BUY	$78.4 - $83.98 $57,388 - $61,473	732 Added 1.28%	58,114 $4.86 Million
Q1 2023 May 11, 2023	BUY	$77.59 - $93.7 $288,091 - $347,908	3,713 Added 6.92%	57,382 $4.77 Million
Q4 2022 Feb 14, 2023	SELL	$76.14 - $88.09 $5,025 - $5,813	-66 Reduced 0.12%	53,669 $4.43 Million
Q3 2022 Nov 14, 2022	BUY	$79.28 - $102.13 $16,252 - $20,936	205 Added 0.38%	53,735 $4.31 Million
Q2 2022 Jul 29, 2022	BUY	$87.04 - $112.5 $116,633 - $150,750	1,340 Added 2.57%	53,530 $4.88 Million
Q1 2022 Apr 27, 2022	BUY	$99.96 - $115.1 $355,057 - $408,835	3,552 Added 7.3%	52,190 $5.66 Million
Q4 2021 Feb 14, 2022	BUY	$102.53 - $116.01 $163,842 - $185,383	1,598 Added 3.4%	48,638 $5.64 Million
Q3 2021 Oct 13, 2021	SELL	$101.78 - $110.92 $85,291 - $92,950	-838 Reduced 1.75%	47,040 $4.79 Million
Q1 2021 Oct 13, 2021	BUY	$81.97 - $92.98 $277,468 - $314,737	3,385 Added 7.61%	47,878 $4.4 Million
Q4 2020 Feb 17, 2021	BUY	$76.08 - $86.67 $3.39 Million - $3.86 Million	44,493 New	44,493 $3.78 Million

Others Institutions Holding VNQ

# of Institutions

1,919

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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West Hill Financial Advisors, Inc. Vanguard Specialized Funds Van Transaction History