Axxcess Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 17,072 shares of VNQ stock, worth $1.49 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,072
Previous 19,260 11.36%
Holding current value
$1.49 Million
Previous $1.72 Million 9.91%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 30, 2025
SELL
$85.55 - $94.34 $187,183 - $206,415
-2,188 Reduced 11.36%
17,072 $1.55 Million
Q4 2024

Feb 10, 2025
BUY
$87.85 - $98.6 $71,422 - $80,161
813 Added 4.41%
19,260 $1.72 Million
Q3 2024

Nov 04, 2024
SELL
$82.97 - $98.97 $151,337 - $180,521
-1,824 Reduced 9.0%
18,447 $1.8 Million
Q2 2024

Aug 09, 2024
SELL
$78.61 - $85.97 $234,021 - $255,932
-2,977 Reduced 12.81%
20,271 $1.7 Million
Q1 2024

May 14, 2024
SELL
$82.58 - $89.12 $205,211 - $221,463
-2,485 Reduced 9.66%
23,248 $2.01 Million
Q4 2023

Feb 06, 2024
BUY
$71.05 - $89.54 $617,779 - $778,550
8,695 Added 51.03%
25,733 $2.27 Million
Q3 2023

Nov 14, 2023
BUY
$75.44 - $86.89 $1.29 Million - $1.48 Million
17,038 New
17,038 $1.29 Million
Q2 2022

Aug 11, 2022
SELL
$87.04 - $112.5 $426,496 - $551,250
-4,900 Reduced 64.65%
2,679 $244,000
Q1 2022

Aug 11, 2022
SELL
$99.96 - $115.1 $3,398 - $3,913
-34 Reduced 0.45%
7,579 $821,000
Q4 2021

Aug 11, 2022
BUY
$102.53 - $116.01 $780,560 - $883,184
7,613 New
7,613 $883,000

Others Institutions Holding VNQ

# of Institutions
1,929
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
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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