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

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

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 3,477 shares of VNQ stock, worth $307,123. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,477
Previous 3,722 6.58%
Holding current value
$307,123
Previous $332 Million 5.07%
% of portfolio
0.29%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$85.55 - $94.34 $20,959 - $23,113
-245 Reduced 6.58%
3,477 $315 Million
Q4 2024

Jan 29, 2025
BUY
$87.85 - $98.6 $439 - $493
5 Added 0.13%
3,722 $332 Million
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
1,919
Shares Held
233M
Call Options Held
1.45M
Put Options Held
1.56M
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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