Perissos Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 3,717 shares of VNQ stock, worth $357,724. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,717
Previous 3,786 1.82%
Holding current value
$357,724
Previous $317 Million 14.2%
% of portfolio
0.29%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$82.97 - $98.97 $5,724 - $6,828
-69 Reduced 1.82%
3,717 $362 Million
Q2 2024

Aug 09, 2024
SELL
$78.61 - $85.97 $71,456 - $78,146
-909 Reduced 19.36%
3,786 $317 Million
Q1 2024

May 14, 2024
BUY
$82.58 - $89.12 $387,713 - $418,418
4,695 New
4,695 $406 Million

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
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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