Capital Planning Advisors, LLC Vanguard Specialized Funds Van Transaction History

Capital Planning Advisors, LLC

  • $639 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
BUY
$76.14 - $88.09 $206,567 - $238,988
2,713 New
2,713 $223,000
Q2 2022

Aug 10, 2022
BUY
$87.04 - $112.5 $160,588 - $207,562
1,845 Added 58.44%
5,002 $456,000
Q1 2022

May 10, 2022
BUY
$99.96 - $115.1 $37,684 - $43,392
377 Added 13.56%
3,157 $342,000
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $4,408 - $4,988
43 Added 1.57%
2,780 $323,000
Q2 2021

Aug 13, 2021
SELL
$93.53 - $105.5 $1,870 - $2,110
-20 Reduced 0.73%
2,737 $279,000
Q1 2021

Apr 30, 2021
SELL
$81.97 - $92.98 $29,099 - $33,007
-355 Reduced 11.41%
2,757 $253,000
Q3 2020

Nov 12, 2020
SELL
$76.31 - $83.64 $248,465 - $272,331
-3,256 Reduced 51.13%
3,112 $246,000
Q2 2020

Aug 06, 2020
BUY
$64.53 - $86.79 $2,129 - $2,864
33 Added 0.52%
6,368 $500,000
Q1 2020

May 11, 2020
SELL
$56.91 - $99.57 $104,145 - $182,213
-1,830 Reduced 22.41%
6,335 $442,000
Q3 2019

Nov 05, 2019
SELL
$91.64 - $93.61 $36,656 - $37,444
-400 Reduced 4.67%
8,165 $761,000
Q1 2019

May 14, 2019
BUY
N/A
8,565 New
8,565 $744,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
242M
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
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