Lmg Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Lmg Wealth Partners, LLC

$459 Billion
Q4 2024

A detailed history of Lmg Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 64,702 shares of VNQ stock, worth $5.86 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

64,702

Previous 63,940 1.19%

Holding current value

$5.86 Million

Previous $6.23 Billion 7.47%

% of portfolio

1.26%

Previous 1.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$87.85 - $98.6 $66,941 - $75,133	762 Added 1.19%	64,702 $5.76 Billion
Q3 2024 Oct 23, 2024	SELL	$82.97 - $98.97 $11,200 - $13,360	-135 Reduced 0.21%	63,940 $6.23 Billion
Q2 2024 Aug 01, 2024	BUY	$78.61 - $85.97 $107,224 - $117,263	1,364 Added 2.18%	64,075 $5.37 Billion
Q1 2024 May 03, 2024	SELL	$82.58 - $89.12 $151,864 - $163,891	-1,839 Reduced 2.85%	62,711 $5.42 Billion
Q4 2023 Jan 23, 2024	BUY	$71.05 - $89.54 $54,566 - $68,766	768 Added 1.2%	64,550 $5.7 Billion
Q3 2023 Oct 16, 2023	BUY	$75.44 - $86.89 $118,818 - $136,851	1,575 Added 2.53%	63,782 $4.83 Billion
Q2 2023 Jul 27, 2023	SELL	$78.4 - $83.98 $60,995 - $65,336	-778 Reduced 1.24%	62,207 $5.2 Billion
Q1 2023 May 02, 2023	BUY	$77.59 - $93.7 $237,270 - $286,534	3,058 Added 5.1%	62,985 $5.23 Billion
Q4 2022 Feb 14, 2023	BUY	$76.14 - $88.09 $4.56 Million - $5.28 Million	59,927 New	59,927 $5.3 Billion

Others Institutions Holding VNQ

# of Institutions

1,829

Shares Held

239M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Lmg Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History