Arkadios Wealth Advisors Vanguard Specialized Funds Van Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Arkadios Wealth Advisors holds 54,719 shares of VNQ stock, worth $5.02 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

54,719

Previous 17,286 216.55%

Holding current value

$5.02 Million

Previous $1.54 Million 221.9%

% of portfolio

0.2%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$85.55 - $94.34 $3.2 Million - $3.53 Million	37,433 Added 216.55%	54,719 $4.95 Million
Q4 2024 Jan 15, 2025	BUY	$87.85 - $98.6 $94,614 - $106,192	1,077 Added 6.64%	17,286 $1.54 Million
Q3 2024 Oct 24, 2024	BUY	$82.97 - $98.97 $122,546 - $146,178	1,477 Added 10.03%	16,209 $1.58 Million
Q2 2024 Jul 29, 2024	BUY	$78.61 - $85.97 $1.16 Million - $1.27 Million	14,732 New	14,732 $1.23 Million
Q2 2023 Jul 26, 2023	SELL	$78.4 - $83.98 $117,208 - $125,550	-1,495 Reduced 36.35%	2,618 $218,000
Q1 2023 May 02, 2023	SELL	$77.59 - $93.7 $306,247 - $369,833	-3,947 Reduced 48.97%	4,113 $341,000
Q4 2022 Jan 11, 2023	SELL	$76.14 - $88.09 $1.58 Million - $1.83 Million	-20,793 Reduced 72.07%	8,060 $0
Q3 2022 Oct 21, 2022	BUY	$79.28 - $102.13 $56,764 - $73,125	716 Added 2.54%	28,853 $2.31 Million
Q2 2022 Jul 14, 2022	SELL	$87.04 - $112.5 $216,120 - $279,337	-2,483 Reduced 8.11%	28,137 $2.56 Million
Q1 2022 May 02, 2022	BUY	$99.96 - $115.1 $2.29 Million - $2.64 Million	22,898 Added 296.53%	30,620 $3.32 Million
Q4 2021 Feb 03, 2022	BUY	$102.53 - $116.01 $456,258 - $516,244	4,450 Added 136.0%	7,722 $896,000
Q3 2021 Oct 19, 2021	SELL	$101.78 - $110.92 $14,045 - $15,306	-138 Reduced 4.05%	3,272 $333,000
Q2 2021 Jul 28, 2021	BUY	$93.53 - $105.5 $140,949 - $158,988	1,507 Added 79.19%	3,410 $347,000
Q1 2021 Apr 26, 2021	SELL	$81.97 - $92.98 $2,868 - $3,254	-35 Reduced 1.81%	1,903 $174,000
Q4 2020 Feb 09, 2021	SELL	$76.08 - $86.67 $34,083 - $38,828	-448 Reduced 18.78%	1,938 $164,000
Q3 2020 Nov 10, 2020	BUY	$76.31 - $83.64 $48,762 - $53,445	639 Added 36.58%	2,386 $193 Million
Q2 2020 Aug 10, 2020	SELL	$64.53 - $86.79 $65,304 - $87,831	-1,012 Reduced 36.68%	1,747 $136 Million
Q1 2020 May 14, 2020	SELL	$56.91 - $99.57 $23,390 - $40,923	-411 Reduced 12.97%	2,759 $193 Million
Q4 2019 Feb 14, 2020	BUY	$90.14 - $95.25 $285,743 - $301,942	3,170 New	3,170 $0

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Arkadios Wealth Advisors Vanguard Specialized Funds Van Transaction History