Wealth Collab, LLC Vanguard Specialized Funds Van Transaction History

Wealth Collab, LLC

$162 Billion
Q1 2025

A detailed history of Wealth Collab, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wealth Collab, LLC holds 57,124 shares of VNQ stock, worth $5.1 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares

57,124

Previous 52,845 8.1%

Holding current value

$5.1 Million

Previous $4.71 Billion 9.87%

% of portfolio

3.19%

Previous 3.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$85.55 - $94.34 $366,068 - $403,680	4,279 Added 8.1%	57,124 $5.17 Billion
Q4 2024 Feb 14, 2025	SELL	$87.85 - $98.6 $12,211 - $13,705	-139 Reduced 0.26%	52,845 $4.71 Billion
Q3 2024 Nov 14, 2024	BUY	$82.97 - $98.97 $171,333 - $204,373	2,065 Added 4.06%	52,984 $5.16 Billion
Q2 2024 Aug 14, 2024	BUY	$78.61 - $85.97 $162,015 - $177,184	2,061 Added 4.22%	50,919 $4.26 Billion
Q1 2024 May 10, 2024	BUY	$82.58 - $89.12 $370,206 - $399,524	4,483 Added 10.1%	48,858 $4.23 Billion
Q4 2023 Apr 03, 2024	BUY	$71.05 - $89.54 $3.15 Million - $3.97 Million	44,375 New	44,375 $3.92 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
Sector ETFs
Industry ETFs

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Wealth Collab, LLC Vanguard Specialized Funds Van Transaction History