Aprio Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Aprio Wealth Management, LLC

  • $514 Million
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$82.58 - $89.12 $220,818 - $238,306
2,674 New
2,674 $231,000
Q2 2023

Jul 13, 2023
SELL
$78.4 - $83.98 $97,216 - $104,135
-1,240 Reduced 30.63%
2,808 $234,000
Q1 2023

Apr 14, 2023
SELL
$77.59 - $93.7 $13,811 - $16,678
-178 Reduced 4.21%
4,048 $336,000
Q4 2022

Jan 11, 2023
BUY
$76.14 - $88.09 $321,767 - $372,268
4,226 New
4,226 $0
Q1 2022

Apr 19, 2022
SELL
$99.96 - $115.1 $3.8 Million - $4.38 Million
-38,061 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$102.53 - $116.01 $444,467 - $502,903
4,335 Added 12.85%
38,061 $4.42 Million
Q3 2021

Oct 14, 2021
BUY
$101.78 - $110.92 $712 - $776
7 Added 0.02%
33,726 $3.43 Million
Q2 2021

Jul 23, 2021
BUY
$93.53 - $105.5 $3.15 Million - $3.56 Million
33,719 New
33,719 $3.43 Million
Q2 2020

Jul 20, 2020
SELL
$64.53 - $86.79 $1.12 Million - $1.5 Million
-17,316 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
$56.91 - $99.57 $92,592 - $162,000
1,627 Added 10.37%
17,316 $1.21 Million
Q4 2019

Feb 14, 2020
BUY
$90.14 - $95.25 $1.41 Million - $1.49 Million
15,689 New
15,689 $1.46 Million

Others Institutions Holding VNQ

# of Institutions
1,732
Shares Held
238M
Call Options Held
1.33M
Put Options Held
1.1M
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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