Aviso Wealth Management Vanguard Specialized Funds Van Transaction History

Aviso Wealth Management

  • $184 Billion
  • Q3 2024

A detailed history of Aviso Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aviso Wealth Management holds 2,461 shares of VNQ stock, worth $235,960. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,461
Previous 2,461 -0.0%
Holding current value
$235,960
Previous $206 Million 16.31%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$78.61 - $85.97 $19,652 - $21,492
-250 Reduced 9.22%
2,461 $206 Million
Q1 2024

May 14, 2024
BUY
$82.58 - $89.12 $20,645 - $22,280
250 Added 10.16%
2,711 $234 Million
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $174,854 - $220,357
2,461 New
2,461 $217 Million

Others Institutions Holding VNQ

# of Institutions
1,785
Shares Held
244M
Call Options Held
1.33M
Put Options Held
1.1M
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 Aviso Wealth Management Portfolio

Follow Aviso Wealth Management 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 Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email