Aldebaran Financial Inc. Vanguard Specialized Funds Van Transaction History

Aldebaran Financial Inc.

$80.2 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	SELL	$76.08 - $86.67 $313,221 - $356,820	-4,117 Closed	0 $0
Q3 2020 Oct 19, 2020	SELL	$76.31 - $83.64 $2.19 Million - $2.4 Million	-28,637 Reduced 87.43%	4,117 $325,000
Q2 2020 Jul 20, 2020	SELL	$64.53 - $86.79 $1.25 Million - $1.68 Million	-19,393 Reduced 37.19%	32,754 $2.57 Million
Q1 2020 Apr 24, 2020	BUY	$56.91 - $99.57 $268,216 - $469,273	4,713 Added 9.94%	52,147 $3.64 Million
Q4 2019 Feb 10, 2020	BUY	$90.14 - $95.25 $143,052 - $151,161	1,587 Added 3.46%	47,434 $4.4 Million
Q3 2019 Oct 21, 2019	BUY	$91.64 - $93.61 $916,858 - $936,568	10,005 Added 27.91%	45,847 $4.23 Million
Q2 2019 Aug 14, 2019	BUY	N/A	5,830 Added 19.43%	35,842 $3.13 Million
Q1 2019 Apr 23, 2019	BUY	N/A	5,346 Added 21.67%	30,012 $2.6 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-5,728 Reduced 18.85%	24,666 $1.84 Million
Q3 2018 Nov 08, 2018	BUY	N/A	30,394 New	30,394 $2.45 Million

Others Institutions Holding VNQ

# of Institutions

1,826

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.5 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.15 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.06 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.06 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$929 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aldebaran Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aldebaran Financial Inc. with notifications on news.