Aviso Wealth Management Vanguard Specialized Funds Van Transaction History

Aviso Wealth Management

  • $168 Billion
  • Q2 2024

A detailed history of Aviso Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aviso Wealth Management holds 2,461 shares of VNQ stock, worth $241,571. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,461
Previous 2,711 9.22%
Holding current value
$241,571
Previous $234 Million 12.08%
% of portfolio
0.12%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,728
Shares Held
238M
Call Options Held
1.33M
Put Options Held
1.1M
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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