Aldebaran Financial Inc. Vanguard Specialized Funds Van Transaction History

Aldebaran Financial Inc.

$71.6 Million
Q2 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

1,732

Shares Held

238M

Call Options Held

1.33M

Put Options Held

1.1M

Creative Planning Overland Park, KS

17.4M
Shares

$1.65 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.14 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.3M
Shares

$1.07 Billion
3.52% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.02 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.72M
Shares

$924 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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