Discipline Wealth Solutions, LLC Vanguard Specialized Funds Van Transaction History

Discipline Wealth Solutions, LLC

  • $246 Million
  • Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,419 shares of VNQ stock, worth $215,436. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,419
Holding current value
$215,436
% of portfolio
0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$79.79 - $91.42 $193,012 - $221,144
2,419 New
2,419 $215,000
Q3 2024

Nov 19, 2024
SELL
$82.97 - $98.97 $51,109 - $60,965
-616 Reduced 21.06%
2,309 $224,000
Q2 2024

Aug 07, 2024
BUY
$78.61 - $85.97 $40,484 - $44,274
515 Added 21.37%
2,925 $244,000
Q1 2024

May 03, 2024
SELL
$82.58 - $89.12 $152,607 - $164,693
-1,848 Reduced 43.4%
2,410 $208,000
Q4 2023

Feb 09, 2024
BUY
$71.05 - $89.54 $302,530 - $381,261
4,258 New
4,258 $376,000

Others Institutions Holding VNQ

# of Institutions
1,917
Shares Held
248M
Call Options Held
1.13M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email