Forza Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Forza Wealth Management, LLC holds 3,643 shares of VNQ stock, worth $359,199. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,643
Previous 3,644 0.03%
Holding current value
$359,199
Previous $305 Million 16.28%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$82.97 - $98.97 $82 - $98
-1 Reduced 0.03%
3,643 $355 Million
Q4 2023

Jan 24, 2024
SELL
$71.05 - $89.54 $53,287 - $67,155
-750 Reduced 17.07%
3,644 $322 Million
Q1 2023

May 03, 2023
BUY
$77.59 - $93.7 $58,192 - $70,275
750 Added 20.58%
4,394 $365 Million
Q4 2022

Feb 06, 2023
BUY
$76.14 - $88.09 $277,454 - $320,999
3,644 New
3,644 $301 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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