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 10,181 shares of VNQ stock, worth $847,873. This represents 0.7% of its overall portfolio holdings.

Number of Shares
10,181
Previous 2,907 250.22%
Holding current value
$847,873
Previous $256,000 243.75%
% of portfolio
0.7%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.07 - $88.09 $17,835 - $19,379
-220 Reduced 1.03%
21,239 $1.75 Million
Q3 2022

Nov 14, 2022

SELL
N/A
-403 Reduced 1.84%
21,459 $1.72 Million
Q2 2022

Aug 08, 2022

BUY
N/A
6,250 Added 40.03%
21,862 $1.99 Million
Q1 2022

May 16, 2022

SELL
N/A
-841 Reduced 5.11%
15,612 $1.69 Million
Q4 2021

Feb 16, 2022

BUY
N/A
16,453 New
16,453 $1.91 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Benchmark Investment Advisors LLC Portfolio

Follow Benchmark Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Investment Advisors LLC with notifications on news.