Baron Silver Stevens Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	SELL	$99.96 - $115.1 $225,309 - $259,435	-2,254 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$102.53 - $116.01 $231,102 - $261,486	2,254 New	2,254 $261,000
Q1 2021 Apr 27, 2021	SELL	$81.97 - $92.98 $12,541 - $14,225	-153 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$76.08 - $86.67 $11,640 - $13,260	153 New	153 $12,000

Others Institutions Holding VNQ

# of Institutions

1,751

Shares Held

241M

Call Options Held

1.33M

Put Options Held

1.1M

Creative Planning Overland Park, KS

16.2M
Shares

$1.54 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.14 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.3M
Shares

$1.08 Billion
3.52% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.02 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.72M
Shares

$926 Million
0.07% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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