Family Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Family Wealth Partners, LLC

  • $193 Billion
  • Q2 2024

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Family Wealth Partners, LLC holds 23,499 shares of VNQ stock, worth $2.23 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
23,499
Previous 21,720 8.19%
Holding current value
$2.23 Million
Previous $1.88 Billion 4.79%
% of portfolio
1.02%
Previous 1.06%

Shares

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

Jul 10, 2024
BUY
$78.61 - $85.97 $139,847 - $152,940
1,779 Added 8.19%
23,499 $1.97 Billion
Q1 2024

Apr 16, 2024
SELL
$82.58 - $89.12 $165,242 - $178,329
-2,001 Reduced 8.44%
21,720 $1.88 Billion
Q4 2023

Mar 20, 2024
BUY
$71.05 - $89.54 $1.69 Million - $2.12 Million
23,721 New
23,721 $2.1 Billion

Others Institutions Holding VNQ

# of Institutions
1,732
Shares Held
238M
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
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