Beam Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History

Beam Wealth Advisors, Inc.

  • $166 Million
  • Q1 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 4,155 shares of VNQ stock, worth $348,105. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,155
Previous 3,030 37.13%
Holding current value
$348,105
Previous $267,000 34.46%
% of portfolio
0.22%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$82.58 - $89.12 $92,902 - $100,260
1,125 Added 37.13%
4,155 $359,000
Q4 2023

Jan 30, 2024
BUY
$71.05 - $89.54 $1,136 - $1,432
16 Added 0.53%
3,030 $267,000
Q3 2023

Oct 26, 2023
BUY
$75.44 - $86.89 $28,591 - $32,931
379 Added 14.38%
3,014 $228,000
Q2 2023

Jul 26, 2023
BUY
$78.4 - $83.98 $206,584 - $221,287
2,635 New
2,635 $220,000
Q1 2020

Apr 08, 2020
SELL
N/A
-4,632 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
N/A
4,632 New
4,632 $430,000

Others Institutions Holding VNQ

# of Institutions
1,754
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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