Bkm Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024

A detailed history of Bkm Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 18,348 shares of VNQ stock, worth $1.66 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
18,348
Previous 18,348 -0.0%
Holding current value
$1.66 Million
Previous $1.79 Billion 8.56%
% of portfolio
0.67%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$82.97 - $98.97 $6,471 - $7,719
-78 Reduced 0.42%
18,348 $1.79 Billion
Q2 2024

Jul 24, 2024
BUY
$78.61 - $85.97 $139,375 - $152,424
1,773 Added 10.65%
18,426 $1.54 Billion
Q1 2024

Apr 18, 2024
BUY
$82.58 - $89.12 $140,964 - $152,127
1,707 Added 11.42%
16,653 $1.44 Billion
Q4 2023

Jan 10, 2024
BUY
$71.05 - $89.54 $1.06 Million - $1.34 Million
14,946 New
14,946 $1.32 Billion

Others Institutions Holding VNQ

# of Institutions
1,829
Shares Held
239M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth Management, 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 Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email