Partners In Financial Planning Vanguard Specialized Funds Van Transaction History

Partners In Financial Planning

  • $498 Billion
  • Q1 2025

A detailed history of Partners In Financial Planning transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Partners In Financial Planning holds 151,063 shares of VNQ stock, worth $13.3 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
151,063
Previous 147,789 2.22%
Holding current value
$13.3 Million
Previous $13.2 Billion 3.87%
% of portfolio
2.75%
Previous 2.69%

Shares

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

Apr 30, 2025
BUY
$85.55 - $94.34 $280,090 - $308,869
3,274 Added 2.22%
151,063 $13.7 Billion
Q4 2024

Feb 12, 2025
BUY
$87.85 - $98.6 $13 Million - $14.6 Million
147,789 New
147,789 $13.2 Billion
Q3 2024

Feb 26, 2025
BUY
$82.97 - $98.97 $55,175 - $65,815
665 Added 0.43%
153,764 $15 Billion
Q2 2024

Feb 26, 2025
BUY
$78.61 - $85.97 $121,373 - $132,737
1,544 Added 1.02%
153,099 $12.8 Billion
Q1 2024

Feb 26, 2025
BUY
$82.58 - $89.12 $82,580 - $89,120
1,000 Added 0.66%
151,555 $13.1 Billion
Q4 2023

Feb 26, 2025
BUY
$71.05 - $89.54 $757,393 - $954,496
10,660 Added 7.62%
150,555 $13.3 Billion
Q3 2023

Mar 04, 2025
SELL
$75.44 - $86.89 $114,216 - $131,551
-1,514 Reduced 1.02%
146,275 $11.1 Billion
Q2 2023

Feb 26, 2025
SELL
$78.4 - $83.98 $150,998 - $161,745
-1,926 Reduced 1.36%
139,895 $11.7 Billion
Q1 2023

Feb 26, 2025
SELL
$77.59 - $93.7 $463,057 - $559,201
-5,968 Reduced 4.04%
141,821 $11.8 Billion
Q4 2022

May 05, 2025
BUY
$76.14 - $88.09 $122,509 - $141,736
1,609 Added 1.16%
140,029 $11.6 Billion
Q3 2022

May 05, 2025
BUY
$79.28 - $102.13 $1.6 Million - $2.06 Million
20,183 Added 17.07%
138,420 $11.8 Billion
Q2 2022

May 05, 2025
BUY
$87.04 - $112.5 $203,499 - $263,025
2,338 Added 2.02%
118,237 $11.3 Billion
Q1 2022

May 05, 2025
BUY
$99.96 - $115.1 $159,936 - $184,160
1,600 Added 1.4%
115,899 $12.7 Billion
Q4 2021

May 05, 2025
SELL
$102.53 - $116.01 $3.77 Million - $4.26 Million
-36,764 Reduced 24.34%
114,299 $11.8 Billion
Q3 2021

May 05, 2025
SELL
$101.78 - $110.92 $38,371 - $41,816
-377 Reduced 0.34%
110,942 $11.3 Billion
Q2 2021

May 05, 2025
SELL
$93.53 - $105.5 $3.72 Million - $4.19 Million
-39,744 Reduced 26.31%
111,319 $11.3 Billion

Others Institutions Holding VNQ

# of Institutions
1,917
Shares Held
235M
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
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning 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 Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email