Catalytic Wealth Ria, LLC Vanguard Specialized Funds Van Transaction History

Catalytic Wealth Ria, LLC

$545 Billion
Q1 2025

A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 23,261 shares of VNQ stock, worth $2.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

23,261

Previous 19,018 22.31%

Holding current value

$2.1 Million

Previous $1.69 Billion 24.32%

% of portfolio

0.39%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$85.55 - $94.34 $362,988 - $400,284	4,243 Added 22.31%	23,261 $2.11 Billion
Q4 2024 Feb 07, 2025	SELL	$87.85 - $98.6 $63,603 - $71,386	-724 Reduced 3.67%	19,018 $1.69 Billion
Q3 2024 Nov 04, 2024	SELL	$82.97 - $98.97 $82,638 - $98,574	-996 Reduced 4.8%	19,742 $1.92 Billion
Q2 2024 Jul 31, 2024	SELL	$78.61 - $85.97 $104,865 - $114,683	-1,334 Reduced 6.04%	20,738 $1.74 Billion
Q1 2024 May 10, 2024	BUY	$82.58 - $89.12 $1.82 Million - $1.97 Million	22,072 New	22,072 $1.91 Billion

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Catalytic Wealth Ria, LLC Vanguard Specialized Funds Van Transaction History