Axiom Financial Strategies, LLC Vanguard Specialized Funds Van Transaction History

Axiom Financial Strategies, LLC

$179 Million
Q2 2025

A detailed history of Axiom Financial Strategies, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 5,129 shares of VNQ stock, worth $460,379. This represents 0.25% of its overall portfolio holdings.

Number of Shares

5,129

Previous 5,396 4.95%

Holding current value

$460,379

Previous $488,000 6.56%

% of portfolio

0.25%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$79.79 - $91.42 $21,303 - $24,409	-267 Reduced 4.95%	5,129 $456,000
Q1 2025 May 14, 2025	BUY	$85.55 - $94.34 $461,627 - $509,058	5,396 New	5,396 $488,000
Q2 2022 Aug 10, 2022	SELL	$87.04 - $112.5 $145,530 - $188,100	-1,672 Reduced 14.53%	9,838 $896,000
Q1 2022 May 02, 2022	SELL	$99.96 - $115.1 $12,195 - $14,042	-122 Reduced 1.05%	11,510 $1.19 Million
Q4 2021 Feb 04, 2022	BUY	$102.53 - $116.01 $74,436 - $84,223	726 Added 6.66%	11,632 $1.35 Million
Q3 2021 Nov 03, 2021	BUY	$101.78 - $110.92 $868,794 - $946,813	8,536 Added 360.17%	10,906 $1.11 Million
Q2 2021 Aug 13, 2021	BUY	$93.53 - $105.5 $221,666 - $250,035	2,370 New	2,370 $241,000
Q1 2021 May 13, 2021	SELL	$81.97 - $92.98 $211,892 - $240,353	-2,585 Closed	0 $0
Q4 2020 Jun 15, 2022	SELL	$76.08 - $86.67 $1,902 - $2,166	-25 Reduced 0.96%	2,585 $204,000
Q4 2020 Feb 05, 2021	BUY	$76.08 - $86.67 $1,902 - $2,166	25 Added 0.97%	2,610 $222,000
Q3 2020 Nov 13, 2020	SELL	$76.31 - $83.64 $105,307 - $115,423	-1,380 Reduced 34.8%	2,585 $204,000
Q2 2020 Nov 23, 2020	SELL	$64.53 - $86.79 $545,149 - $733,201	-8,448 Reduced 68.06%	3,965 $311,000
Q1 2020 Nov 23, 2020	BUY	$56.91 - $99.57 $706,423 - $1.24 Million	12,413 New	12,413 $867,000

Others Institutions Holding VNQ

# of Institutions

1,910

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Axiom Financial Strategies, LLC Vanguard Specialized Funds Van Transaction History