Aviso Wealth Management Vanguard Specialized Funds Van Transaction History

Aviso Wealth Management

  • $209 Million
  • Q2 2025

A detailed history of Aviso Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aviso Wealth Management holds 2,307 shares of VNQ stock, worth $207,076. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,307
Previous 2,307 -0.0%
Holding current value
$207,076
Previous $209 Million 99.9%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$85.55 - $94.34 $13,174 - $14,528
-154 Reduced 6.26%
2,307 $209 Million
Q2 2024

Aug 14, 2024
SELL
$78.61 - $85.97 $19,652 - $21,492
-250 Reduced 9.22%
2,461 $206 Million
Q1 2024

May 14, 2024
BUY
$82.58 - $89.12 $20,645 - $22,280
250 Added 10.16%
2,711 $234 Million
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $174,854 - $220,357
2,461 New
2,461 $217 Million

Others Institutions Holding VNQ

# of Institutions
1,911
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
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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