Angeles Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024

A detailed history of Angeles Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 4,407 shares of VNQ stock, worth $413,817. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,407
Previous 4,403 0.09%
Holding current value
$413,817
Previous $428,000 8.41%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 28, 2025
BUY
$87.85 - $98.6 $351 - $394
4 Added 0.09%
4,407 $392,000
Q3 2024

Oct 29, 2024
BUY
$82.97 - $98.97 $248 - $296
3 Added 0.07%
4,403 $428,000
Q2 2024

Aug 07, 2024
SELL
$78.61 - $85.97 $4,637 - $5,072
-59 Reduced 1.32%
4,400 $368,000
Q1 2024

May 08, 2024
BUY
$82.58 - $89.12 $127,916 - $138,046
1,549 Added 53.23%
4,459 $385,000
Q4 2023

Feb 13, 2024
SELL
$71.05 - $89.54 $3,481 - $4,387
-49 Reduced 1.66%
2,910 $257,000
Q3 2023

Oct 27, 2023
BUY
$75.44 - $86.89 $11,994 - $13,815
159 Added 5.68%
2,959 $223,000
Q4 2022

Feb 14, 2023
BUY
$76.14 - $88.09 $14,314 - $16,560
188 Added 7.2%
2,800 $230,000
Q3 2022

Nov 03, 2022
BUY
$79.28 - $102.13 $4,360 - $5,617
55 Added 2.15%
2,612 $209,000
Q2 2022

Aug 04, 2022
BUY
$87.04 - $112.5 $127,948 - $165,375
1,470 Added 135.23%
2,557 $233,000
Q1 2022

May 16, 2022
BUY
$99.96 - $115.1 $108,656 - $125,113
1,087 New
1,087 $118,000

Others Institutions Holding VNQ

# of Institutions
1,913
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 Angeles Wealth Management, LLC Portfolio

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

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email