Blue Sky Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Blue Sky Wealth Advisors, LLC

$644 Million
Q1 2025

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 65,961 shares of VNQ stock, worth $5.74 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

65,961

Previous 59,656 10.57%

Holding current value

$5.74 Million

Previous $5.31 Million 12.38%

% of portfolio

0.93%

Previous 0.83%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$85.55 - $94.34 $539,392 - $594,813	6,305 Added 10.57%	65,961 $5.97 Million
Q4 2024 Jan 16, 2025	BUY	$87.85 - $98.6 $395,412 - $443,798	4,501 Added 8.16%	59,656 $5.31 Million
Q3 2024 Oct 11, 2024	SELL	$82.97 - $98.97 $156,066 - $186,162	-1,881 Reduced 3.3%	55,155 $5.37 Million
Q2 2024 Jul 17, 2024	BUY	$78.61 - $85.97 $4.48 Million - $4.9 Million	57,036 New	57,036 $4.78 Million
Q4 2023 Feb 12, 2024	BUY	$71.05 - $89.54 $1.38 Million - $1.73 Million	19,359 Added 54.92%	54,607 $4.83 Million
Q3 2023 Oct 17, 2023	BUY	$75.44 - $86.89 $12,372 - $14,249	164 Added 0.47%	35,248 $2.67 Million
Q2 2023 Jul 27, 2023	SELL	$78.4 - $83.98 $93,609 - $100,272	-1,194 Reduced 3.29%	35,084 $2.93 Million
Q1 2023 May 09, 2023	BUY	$77.59 - $93.7 $31,268 - $37,761	403 Added 1.12%	36,278 $3.01 Million
Q4 2022 Feb 01, 2023	SELL	$76.14 - $88.09 $271,210 - $313,776	-3,562 Reduced 9.03%	35,875 $2.96 Million
Q3 2022 Nov 03, 2022	BUY	$79.28 - $102.13 $143,972 - $185,468	1,816 Added 4.83%	39,437 $3.16 Million
Q2 2022 Aug 02, 2022	BUY	$87.04 - $112.5 $829,143 - $1.07 Million	9,526 Added 33.91%	37,621 $3.43 Million
Q1 2022 Apr 26, 2022	BUY	$99.96 - $115.1 $232,506 - $267,722	2,326 Added 9.03%	28,095 $3.05 Million
Q4 2021 Jan 25, 2022	SELL	$102.53 - $116.01 $13.2 Million - $14.9 Million	-128,847 Reduced 83.33%	25,769 $2.99 Million
Q4 2021 Jan 13, 2022	BUY	$102.53 - $116.01 $13.1 Million - $14.8 Million	127,652 Added 473.42%	154,616 $17.9 Million
Q3 2021 Oct 15, 2021	SELL	$101.78 - $110.92 $18,116 - $19,743	-178 Reduced 0.66%	26,964 $2.74 Million
Q2 2021 Jul 27, 2021	SELL	$93.53 - $105.5 $26,188 - $29,540	-280 Reduced 1.02%	27,142 $2.85 Million
Q1 2021 Apr 23, 2021	SELL	$81.97 - $92.98 $43,198 - $49,000	-527 Reduced 1.89%	27,422 $2.59 Million
Q4 2020 Feb 03, 2021	BUY	$76.08 - $86.67 $37,659 - $42,901	495 Added 1.8%	27,949 $2.37 Million
Q3 2020 Oct 16, 2020	BUY	$76.31 - $83.64 $909,538 - $996,905	11,919 Added 76.72%	27,454 $2.25 Million
Q2 2020 Jul 14, 2020	BUY	$64.53 - $86.79 $465,454 - $626,016	7,213 Added 86.67%	15,535 $1.22 Million
Q1 2020 Apr 21, 2020	BUY	$56.91 - $99.57 $29,137 - $50,979	512 Added 6.56%	8,322 $581,000
Q4 2019 Feb 12, 2020	SELL	$90.14 - $95.25 $45,700 - $48,291	-507 Reduced 6.1%	7,810 $715,000
Q3 2019 Oct 15, 2019	BUY	$91.64 - $93.61 $119,132 - $121,693	1,300 Added 18.53%	8,317 $773,000
Q2 2019 Aug 05, 2019	SELL	N/A	-38 Reduced 0.54%	7,017 $613,000
Q1 2019 May 08, 2019	SELL	N/A	-109 Reduced 1.52%	7,055 $613,000
Q4 2018 Feb 01, 2019	BUY	N/A	37 Added 0.52%	7,164 $567,000
Q3 2018 Oct 11, 2018	SELL	N/A	-150 Reduced 2.06%	7,127 $566,000
Q2 2018 Jul 17, 2018	SELL	N/A	-55 Reduced 0.75%	7,277 $593,000
Q1 2018 Apr 24, 2018	SELL	N/A	-693 Reduced 8.64%	7,332 $553,000
Q4 2017 Feb 02, 2018	SELL	N/A	-743 Reduced 8.47%	8,025 $666,000
Q3 2017 Oct 12, 2017	BUY	N/A	8,768	8,768 $728,000

Others Institutions Holding VNQ

# of Institutions

1,914

Shares Held

235M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Blue Sky Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History