A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,548 shares of VNQ stock, worth $242,951. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,548
Previous 2,375 7.28%
Holding current value
$242,951
Previous $205,000 3.9%
% of portfolio
0.01%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$78.61 - $85.97 $13,599 - $14,872
173 Added 7.28%
2,548 $213,000
Q1 2024

May 02, 2024

SELL
$82.58 - $89.12 $139,312 - $150,345
-1,687 Reduced 41.53%
2,375 $205,000
Q4 2023

Feb 09, 2024

BUY
$71.05 - $89.54 $64,726 - $81,570
911 Added 28.91%
4,062 $358,000
Q3 2023

Nov 03, 2023

SELL
$75.44 - $86.89 $5,959 - $6,864
-79 Reduced 2.45%
3,151 $238,000
Q2 2023

Jul 17, 2023

SELL
$78.4 - $83.98 $5,958 - $6,382
-76 Reduced 2.3%
3,230 $269,000
Q1 2023

Apr 20, 2023

SELL
$77.59 - $93.7 $19,552 - $23,612
-252 Reduced 7.08%
3,306 $274,000
Q4 2022

Feb 09, 2023

SELL
$76.14 - $88.09 $19,872 - $22,991
-261 Reduced 6.83%
3,558 $293,000
Q3 2022

Oct 14, 2022

SELL
$79.28 - $102.13 $152,376 - $196,293
-1,922 Reduced 33.48%
3,819 $306,000
Q2 2022

Jul 18, 2022

SELL
$87.04 - $112.5 $17,059 - $22,050
-196 Reduced 3.3%
5,741 $523,000
Q1 2022

May 09, 2022

BUY
$99.96 - $115.1 $33,486 - $38,558
335 Added 5.98%
5,937 $643,000
Q4 2021

Jan 28, 2022

BUY
$102.53 - $116.01 $5,844 - $6,612
57 Added 1.03%
5,602 $650,000
Q3 2021

Oct 27, 2021

BUY
$101.78 - $110.92 $1,119 - $1,220
11 Added 0.2%
5,545 $564,000
Q2 2021

Aug 10, 2021

BUY
$93.53 - $105.5 $24,785 - $27,957
265 Added 5.03%
5,534 $563,000
Q1 2021

May 06, 2021

BUY
$81.97 - $92.98 $207,793 - $235,704
2,535 Added 92.72%
5,269 $484,000
Q4 2020

Feb 04, 2021

SELL
$76.08 - $86.67 $264,530 - $301,351
-3,477 Reduced 55.98%
2,734 $232,000
Q3 2020

Oct 28, 2020

BUY
$76.31 - $83.64 $131,863 - $144,529
1,728 Added 38.55%
6,211 $490,000
Q2 2020

Jul 15, 2020

SELL
$64.53 - $86.79 $38,976 - $52,421
-604 Reduced 11.87%
4,483 $352,000
Q1 2020

Apr 27, 2020

BUY
$56.91 - $99.57 $1,422 - $2,489
25 Added 0.49%
5,087 $355,000
Q4 2019

Jan 15, 2020

SELL
$90.14 - $95.25 $63,728 - $67,341
-707 Reduced 12.26%
5,062 $470,000
Q3 2019

Nov 08, 2019

BUY
$91.64 - $93.61 $120,323 - $122,909
1,313 Added 29.47%
5,769 $538,000
Q1 2019

May 08, 2019

BUY
N/A
366 Added 8.95%
4,456 $387,000
Q4 2018

Feb 14, 2019

SELL
N/A
-1 Reduced 0.02%
4,090 $305,000
Q3 2018

Nov 13, 2018

SELL
N/A
-284 Reduced 6.49%
4,091 $330,000
Q1 2018

May 15, 2018

SELL
N/A
-45 Reduced 1.02%
4,375 $330,000
Q4 2017

Feb 09, 2018

SELL
N/A
-1,087 Reduced 19.74%
4,420 $367,000
Q3 2017

Oct 19, 2017

BUY
N/A
5,507
5,507 $458,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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