Bdo Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 5,333 shares of VNQ stock, worth $525,833. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,333

Previous 5,333 -0.0%

Holding current value

$525,833

Previous $442,000 0.68%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	BUY	$77.59 - $93.7 $1,396 - $1,686	18 Added 0.34%	5,333 $442,000
Q3 2022 Nov 02, 2022	SELL	$79.28 - $102.13 $12,843 - $16,545	-162 Reduced 2.96%	5,315 $426,000
Q4 2021 Feb 11, 2022	BUY	$102.53 - $116.01 $16,404 - $18,561	160 Added 3.01%	5,477 $635,000
Q3 2021 Nov 09, 2021	SELL	$101.78 - $110.92 $30,025 - $32,721	-295 Reduced 5.26%	5,317 $541,000
Q2 2021 Sep 03, 2021	BUY	$93.53 - $105.5 $12,158 - $13,715	130 Added 2.37%	5,612 $571,000
Q1 2021 May 14, 2021	BUY	$81.97 - $92.98 $180,661 - $204,927	2,204 Added 67.24%	5,482 $504,000
Q4 2020 Feb 12, 2021	SELL	$76.08 - $86.67 $23,204 - $26,434	-305 Reduced 8.51%	3,278 $278,000
Q3 2020 Nov 12, 2020	BUY	$76.31 - $83.64 $381 - $418	5 Added 0.14%	3,583 $283,000
Q2 2020 Aug 14, 2020	SELL	$64.53 - $86.79 $15,745 - $21,176	-244 Reduced 6.38%	3,578 $281,000
Q1 2020 May 15, 2020	BUY	$56.91 - $99.57 $6,487 - $11,350	114 Added 3.07%	3,822 $267,000
Q4 2019 Feb 14, 2020	BUY	$90.14 - $95.25 $3,605 - $3,810	40 Added 1.09%	3,708 $344,000
Q3 2019 Nov 12, 2019	SELL	$91.64 - $93.61 $9,164 - $9,361	-100 Reduced 2.65%	3,668 $342,000
Q2 2019 Aug 09, 2019	BUY	N/A	75 Added 2.03%	3,768 $329,000
Q4 2018 Feb 14, 2019	SELL	N/A	-150 Reduced 3.9%	3,693 $275,000
Q3 2018 Nov 07, 2018	BUY	N/A	75 Added 1.99%	3,843 $310,000
Q1 2018 May 23, 2018	SELL	N/A	-703 Reduced 15.72%	3,768 $284,000
Q4 2017 Feb 14, 2018	BUY	N/A	3,241 Added 263.5%	4,471 $371,000
Q3 2017 Nov 08, 2017	BUY	N/A	1,230	1,230 $102,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History