Aj Wealth Strategies, LLC Vanguard Specialized Funds Van Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 7,112 shares of VNQ stock, worth $701,243. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,112
Previous 7,112 -0.0%
Holding current value
$701,243
Previous $590,000 0.68%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 25, 2023
BUY
$76.14 - $88.09 $180,071 - $208,332
2,365 Added 49.82%
7,112 $587,000
Q3 2022

Oct 27, 2022
SELL
$79.28 - $102.13 $222,142 - $286,168
-2,802 Reduced 37.12%
4,747 $381,000
Q2 2022

Aug 04, 2022
SELL
$87.04 - $112.5 $51,527 - $66,600
-592 Reduced 7.27%
7,549 $688,000
Q1 2022

May 13, 2022
BUY
$99.96 - $115.1 $999 - $1,151
10 Added 0.12%
8,141 $882,000
Q4 2021

Jan 26, 2022
BUY
$102.53 - $116.01 $83,254 - $94,200
812 Added 11.09%
8,131 $943,000
Q3 2021

Oct 20, 2021
BUY
$101.78 - $110.92 $508 - $554
5 Added 0.07%
7,319 $745,000
Q2 2021

Aug 16, 2021
BUY
$93.53 - $105.5 $561 - $633
6 Added 0.08%
7,314 $744,000
Q1 2021

May 06, 2021
BUY
$81.97 - $92.98 $409 - $464
5 Added 0.07%
7,308 $671,000
Q4 2020

Feb 16, 2021
BUY
$76.08 - $86.67 $1,369 - $1,560
18 Added 0.25%
7,303 $620,000
Q3 2020

Nov 16, 2020
BUY
$76.31 - $83.64 $610 - $669
8 Added 0.11%
7,285 $575,000
Q2 2020

Aug 14, 2020
SELL
$64.53 - $86.79 $51,753 - $69,605
-802 Reduced 9.93%
7,277 $571,000
Q1 2020

May 15, 2020
BUY
$56.91 - $99.57 $244,769 - $428,250
4,301 Added 113.84%
8,079 $564,000
Q3 2019

Nov 26, 2019
BUY
$91.64 - $93.61 $346,215 - $353,658
3,778 New
3,778 $352,000
Q1 2018

Jul 19, 2018
SELL
N/A
-6,373 Closed
0 $0
Q4 2017

Jul 19, 2018
BUY
N/A
2,930 Added 85.1%
6,373 $529,000
Q4 2016

Jul 19, 2018
BUY
N/A
3,443
3,443 $284,000

Others Institutions Holding VNQ

# of Institutions
1,825
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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