Moran Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Moran Wealth Management, LLC

$3.08 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	SELL	$82.97 - $98.97 $79,900 - $95,308	-963 Reduced 5.57%	16,336 $1.59 Million
Q2 2024 Aug 13, 2024	BUY	$78.61 - $85.97 $35,217 - $38,514	448 Added 2.66%	17,299 $1.45 Million
Q1 2024 May 15, 2024	BUY	$82.58 - $89.12 $1.18 Million - $1.27 Million	14,245 Added 546.62%	16,851 $1.46 Million
Q4 2023 Feb 07, 2024	SELL	$71.05 - $89.54 $1.15 Million - $1.45 Million	-16,150 Reduced 86.11%	2,606 $230,000
Q3 2023 Nov 13, 2023	SELL	$75.44 - $86.89 $2.68 Million - $3.09 Million	-35,560 Reduced 65.47%	18,756 $1.42 Million
Q2 2023 Aug 10, 2023	BUY	$78.4 - $83.98 $291,020 - $311,733	3,712 Added 7.34%	54,316 $4.54 Million
Q1 2023 May 10, 2023	BUY	$77.59 - $93.7 $3.93 Million - $4.74 Million	50,604 New	50,604 $4.2 Million

Others Institutions Holding VNQ

# of Institutions

1,845

Shares Held

230M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.48 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.13 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.08 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.04 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$914 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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