Axis Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 2,986 shares of VNQ stock, worth $270,412. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,986
Previous 2,967 0.64%
Holding current value
$270,412
Previous $264 Million 3.31%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$88.47 - $93.24 $1,680 - $1,771
19 Added 0.64%
2,986 $273 Million
Q2 2025

Jul 15, 2025
SELL
$79.79 - $91.42 $6,383 - $7,313
-80 Reduced 2.63%
2,967 $264 Million
Q1 2025

Apr 28, 2025
BUY
$85.55 - $94.34 $1,368 - $1,509
16 Added 0.53%
3,047 $276 Million
Q4 2024

Feb 07, 2025
BUY
$87.85 - $98.6 $266,273 - $298,856
3,031 New
3,031 $270 Million

Others Institutions Holding VNQ

# of Institutions
1,915
Shares Held
252M
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
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email