Aries Wealth Management Vanguard Specialized Funds Van Transaction History

Aries Wealth Management

$359 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$87.04 - $112.5 $6.11 Million - $7.9 Million	-70,201 Reduced 96.52%	2,528 $230,000
Q1 2022 Apr 25, 2022	BUY	$99.96 - $115.1 $7.02 Million - $8.08 Million	70,201 Added 2776.94%	72,729 $7.88 Million
Q4 2021 Jun 06, 2022	SELL	$102.53 - $116.01 $1.56 Million - $1.76 Million	-15,168 Reduced 85.71%	2,528 $293,000
Q4 2021 Jan 18, 2022	BUY	$102.53 - $116.01 $1.56 Million - $1.76 Million	15,168 Added 600.0%	17,696 $2.05 Million
Q4 2020 Jan 22, 2021	BUY	$76.08 - $86.67 $192,330 - $219,101	2,528 New	2,528 $210,000
Q2 2019 Jul 15, 2019	SELL	N/A	-6,001 Closed	0 $0
Q1 2019 Apr 09, 2019	SELL	N/A	-3,205 Reduced 34.81%	6,001 $522,000
Q2 2018 Aug 07, 2018	SELL	N/A	-278 Reduced 2.93%	9,206 $754,000
Q4 2017 Feb 05, 2018	BUY	N/A	9,484	9,484 $746,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$980 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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