Advocate Group LLC Vanguard Specialized Funds Van Transaction History

Advocate Group LLC

  • $531 Million
  • Q4 2024

A detailed history of Advocate Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Advocate Group LLC holds 5,965 shares of VNQ stock, worth $537,864. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,965
Previous 7,409 19.49%
Holding current value
$537,864
Previous $721,000 26.35%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Jan 21, 2025
SELL
$87.85 - $98.6 $126,855 - $142,378
-1,444 Reduced 19.49%
5,965 $531,000
Q1 2024

Apr 25, 2024
BUY
$82.58 - $89.12 $56,815 - $61,314
688 Added 10.24%
7,409 $640,000
Q2 2023

Jul 20, 2023
BUY
$78.4 - $83.98 $75,891 - $81,292
968 Added 16.83%
6,721 $561,000
Q1 2023

Apr 19, 2023
SELL
$77.59 - $93.7 $49,890 - $60,249
-643 Reduced 10.05%
5,753 $477,000
Q4 2022

Jan 18, 2023
BUY
$76.14 - $88.09 $166,289 - $192,388
2,184 Added 51.85%
6,396 $0
Q3 2022

Oct 19, 2022
SELL
$79.28 - $102.13 $72,699 - $93,653
-917 Reduced 17.88%
4,212 $338,000
Q2 2022

Jul 27, 2022
BUY
$87.04 - $112.5 $446,428 - $577,012
5,129 New
5,129 $467,000

Others Institutions Holding VNQ

# of Institutions
1,916
Shares Held
227M
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 Advocate Group LLC Portfolio

Follow Advocate Group 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 Advocate Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocate Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email