Dynamic Wealth Strategies, LLC Vanguard Specialized Funds Van Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,068 shares of VNQ stock, worth $199,024. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,068
Previous 2,068 -0.0%
Holding current value
$199,024
Previous $173,000 16.18%
% of portfolio
0.16%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$78.61 - $85.97 $235 - $257
-3 Reduced 0.14%
2,068 $173,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.12 $4,789 - $5,168
-58 Reduced 2.72%
2,071 $179,000
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $151,265 - $190,630
2,129 New
2,129 $188 Million

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
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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