Fonville Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Fonville Wealth Management LLC

$303 Billion
Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fonville Wealth Management LLC holds 59,665 shares of VNQ stock, worth $5.47 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

59,665

Previous 51,557 15.73%

Holding current value

$5.47 Million

Previous $5.02 Billion 5.79%

% of portfolio

1.76%

Previous 1.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$87.85 - $98.6 $712,287 - $799,448	8,108 Added 15.73%	59,665 $5.31 Billion
Q3 2024 Oct 28, 2024	BUY	$82.97 - $98.97 $265,338 - $316,506	3,198 Added 6.61%	51,557 $5.02 Billion
Q2 2024 Jul 30, 2024	BUY	$78.61 - $85.97 $529,674 - $579,265	6,738 Added 16.19%	48,359 $4.05 Billion
Q1 2024 Apr 26, 2024	BUY	$82.58 - $89.12 $882,780 - $952,692	10,690 Added 34.56%	41,621 $3.6 Billion
Q4 2023 Jan 31, 2024	BUY	$71.05 - $89.54 $2.2 Million - $2.77 Million	30,931 New	30,931 $2.73 Billion

Others Institutions Holding VNQ

# of Institutions

1,856

Shares Held

230M

Call Options Held

1.5M

Put Options Held

1.47M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Fonville Wealth Management LLC Vanguard Specialized Funds Van Transaction History