North Berkeley Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

North Berkeley Wealth Management, LLC

  • $98.5 Billion
  • Q4 2024

A detailed history of North Berkeley Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 11,944 shares of VNQ stock, worth $1.07 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
11,944
Holding current value
$1.07 Million
% of portfolio
1.08%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 03, 2025
BUY
$87.85 - $98.6 $1.05 Million - $1.18 Million
11,944 New
11,944 $1.06 Billion

Others Institutions Holding VNQ

# of Institutions
1,920
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 North Berkeley Wealth Management, LLC Portfolio

Follow North Berkeley Wealth Management, LLC 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 North Berkeley Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on North Berkeley Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email