Modern Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,113 shares of VNQ stock, worth $470,958. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,113
Previous 4,850 5.42%
Holding current value
$470,958
Previous $472 Million 0.87%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$87.85 - $98.6 $23,104 - $25,931
263 Added 5.42%
5,113 $468 Million
Q3 2024

Nov 05, 2024
SELL
$82.97 - $98.97 $18,004 - $21,476
-217 Reduced 4.28%
4,850 $472 Million
Q2 2024

Aug 07, 2024
BUY
$78.61 - $85.97 $7,703 - $8,425
98 Added 1.97%
5,067 $424 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $120,649 - $130,204
1,461 Added 41.65%
4,969 $412 Million
Q4 2023

Feb 14, 2024
BUY
$71.05 - $89.54 $249,243 - $314,106
3,508 New
3,508 $310 Million

Others Institutions Holding VNQ

# of Institutions
1,908
Shares Held
228M
Call Options Held
1.45M
Put Options Held
1.56M
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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