A detailed history of Lji Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,619 shares of VNQ stock, worth $233,955. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,619
Previous 2,719 3.68%
Holding current value
$233,955
Previous $228 Million 12.03%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 06, 2024

SELL
$82.97 - $98.97 $8,297 - $9,897
-100 Reduced 3.68%
2,619 $255 Million
Q2 2024

Aug 12, 2024

BUY
$78.61 - $85.97 $11,162 - $12,207
142 Added 5.51%
2,719 $228 Million
Q1 2024

May 15, 2024

BUY
$82.58 - $89.12 $5,285 - $5,703
64 Added 2.55%
2,577 $223 Million
Q4 2023

Feb 13, 2024

BUY
$71.05 - $89.54 $178,548 - $225,014
2,513 New
2,513 $222 Million
Q3 2023

Feb 02, 2024

SELL
$75.44 - $86.89 $181,810 - $209,404
-2,410 Closed
0 $0
Q2 2023

Feb 02, 2024

SELL
$78.4 - $83.98 $49,000 - $52,487
-625 Reduced 20.59%
2,410 $201 Million
Q4 2022

Jan 02, 2024

BUY
$76.14 - $88.09 $231,084 - $267,353
3,035 New
3,035 $250 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


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