Caliber Wealth Management, LLC / Ks Vanguard Specialized Funds Van Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 10,970 shares of VNQ stock, worth $982,802. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,970
Previous 13,145 16.55%
Holding current value
$982,802
Previous $1.17 Billion 14.34%
% of portfolio
0.11%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$88.47 - $93.24 $192,422 - $202,797
-2,175 Reduced 16.55%
10,970 $1 Billion
Q2 2025

Jul 30, 2025
SELL
$79.79 - $91.42 $147,930 - $169,492
-1,854 Reduced 12.36%
13,145 $1.17 Billion
Q1 2025

May 06, 2025
BUY
$85.55 - $94.34 $1.28 Million - $1.42 Million
14,999 New
14,999 $1.36 Billion

Others Institutions Holding VNQ

# of Institutions
1,935
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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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