William Howard & CO Financial Advisors Inc Vanguard Specialized Funds Van Transaction History

William Howard & CO Financial Advisors Inc

$111 Million
Q4 2024

A detailed history of William Howard & CO Financial Advisors Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 14,457 shares of VNQ stock, worth $1.3 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

14,457

Previous 14,065 2.79%

Holding current value

$1.3 Million

Previous $1.37 Million 6.06%

% of portfolio

1.16%

Previous 1.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$87.85 - $98.6 $34,437 - $38,651	392 Added 2.79%	14,457 $1.29 Million
Q3 2024 Oct 28, 2024	BUY	$82.97 - $98.97 $117,651 - $140,339	1,418 Added 11.21%	14,065 $1.37 Million
Q2 2024 Aug 07, 2024	BUY	$78.61 - $85.97 $5,109 - $5,588	65 Added 0.52%	12,647 $1.06 Million
Q1 2024 May 15, 2024	BUY	$82.58 - $89.12 $1.04 Million - $1.12 Million	12,582 New	12,582 $1.09 Million

Others Institutions Holding VNQ

# of Institutions

1,919

Shares Held

227M

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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William Howard & CO Financial Advisors Inc Vanguard Specialized Funds Van Transaction History