Benchmark Investment Advisors LLC Vanguard Specialized Funds Van Transaction History

Benchmark Investment Advisors LLC

$149 Million
Q1 2025

A detailed history of Benchmark Investment Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Benchmark Investment Advisors LLC holds 10,824 shares of VNQ stock, worth $966,799. This represents 0.66% of its overall portfolio holdings.

Number of Shares

10,824

Previous 11,410 5.14%

Holding current value

$966,799

Previous $1.02 Million 3.54%

% of portfolio

0.66%

Previous 0.68%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$85.55 - $94.34 $50,132 - $55,283	-586 Reduced 5.14%	10,824 $980,000
Q4 2024 Feb 13, 2025	SELL	$87.85 - $98.6 $44,803 - $50,286	-510 Reduced 4.28%	11,410 $1.02 Million
Q3 2024 Nov 13, 2024	BUY	$82.97 - $98.97 $237,792 - $283,648	2,866 Added 31.65%	11,920 $1.16 Million
Q2 2024 Aug 12, 2024	SELL	$78.61 - $85.97 $88,593 - $96,888	-1,127 Reduced 11.07%	9,054 $758,000
Q1 2024 May 15, 2024	BUY	$82.58 - $89.12 $600,686 - $648,258	7,274 Added 250.22%	10,181 $880,000
Q4 2023 May 15, 2024	BUY	$71.05 - $89.54 $206,542 - $260,292	2,907 New	2,907 $256,000
Q3 2023 Nov 14, 2023	SELL	$75.44 - $86.89 $144,014 - $165,873	-1,909 Reduced 24.54%	5,871 $444,000
Q2 2023 Aug 11, 2023	SELL	$78.4 - $83.98 $1.02 Million - $1.1 Million	-13,057 Reduced 62.66%	7,780 $650,000
Q1 2023 May 12, 2023	SELL	$77.59 - $93.7 $31,191 - $37,667	-402 Reduced 1.89%	20,837 $1.73 Million
Q4 2022 Feb 21, 2023	SELL	$76.14 - $88.09 $16,750 - $19,379	-220 Reduced 1.03%	21,239 $1.75 Million
Q3 2022 Nov 14, 2022	SELL	$79.28 - $102.13 $31,949 - $41,158	-403 Reduced 1.84%	21,459 $1.72 Million
Q2 2022 Aug 08, 2022	BUY	$87.04 - $112.5 $544,000 - $703,125	6,250 Added 40.03%	21,862 $1.99 Million
Q1 2022 May 16, 2022	SELL	$99.96 - $115.1 $84,066 - $96,799	-841 Reduced 5.11%	15,612 $1.69 Million
Q4 2021 Feb 16, 2022	BUY	$102.53 - $116.01 $1.69 Million - $1.91 Million	16,453 New	16,453 $1.91 Million

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Benchmark Investment Advisors LLC Vanguard Specialized Funds Van Transaction History