Atlantic Edge Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $365 Billion
  • Q2 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,528 shares of VNQ stock, worth $226,357. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,528
Previous 2,614 3.29%
Holding current value
$226,357
Previous $237 Million 4.87%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$79.79 - $91.42 $6,861 - $7,862
-86 Reduced 3.29%
2,528 $225 Million
Q3 2024

Nov 06, 2024
BUY
$82.97 - $98.97 $7,052 - $8,412
85 Added 3.36%
2,614 $255 Million
Q2 2024

Jul 26, 2024
SELL
$78.61 - $85.97 $7,389 - $8,081
-94 Reduced 3.58%
2,529 $212 Million
Q1 2024

May 08, 2024
BUY
$82.58 - $89.12 $412 - $445
5 Added 0.19%
2,623 $227 Million
Q4 2023

Feb 08, 2024
BUY
$71.05 - $89.54 $186,008 - $234,415
2,618 New
2,618 $231 Million

Others Institutions Holding VNQ

# of Institutions
1,928
Shares Held
233M
Call Options Held
1.13M
Put Options Held
1.28M
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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