A detailed history of Jdm Financial Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Jdm Financial Group LLC holds 49,848 shares of VNQ stock, worth $4.81 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
49,848
Previous 44,732 11.44%
Holding current value
$4.81 Million
Previous $3.87 Billion 7.93%
% of portfolio
2.82%
Previous 2.82%

Shares

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

Aug 13, 2024

BUY
$78.61 - $85.97 $402,168 - $439,822
5,116 Added 11.44%
49,848 $4.18 Billion
Q1 2024

May 08, 2024

BUY
$82.58 - $89.12 $231,141 - $249,446
2,799 Added 6.67%
44,732 $3.87 Billion
Q4 2023

Feb 02, 2024

BUY
$71.05 - $89.54 $94,425 - $118,998
1,329 Added 3.27%
41,933 $3.71 Billion
Q3 2023

Nov 15, 2023

SELL
$75.44 - $86.89 $1,659 - $1,911
-22 Reduced 0.05%
40,604 $3.07 Billion
Q2 2023

Aug 04, 2023

BUY
$78.4 - $83.98 $84,828 - $90,866
1,082 Added 2.74%
40,626 $3.39 Billion
Q1 2023

May 08, 2023

BUY
$77.59 - $93.7 $8,302 - $10,025
107 Added 0.27%
39,544 $3.28 Billion
Q4 2022

Jan 10, 2023

BUY
$76.14 - $88.09 $3 Million - $3.47 Million
39,437 New
39,437 $3.25 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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