Carlton Hofferkamp & Jenks Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $307 Million
  • Q3 2024

A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 2,570 shares of VNQ stock, worth $253,401. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,570
Previous 2,570 -0.0%
Holding current value
$253,401
Previous $215,000 16.28%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
BUY
$71.05 - $89.54 $182,598 - $230,117
2,570 New
2,570 $227,000
Q4 2021

Jan 26, 2022
BUY
$102.53 - $116.01 $512 - $580
5 Added 0.19%
2,570 $270,000
Q2 2021

Jul 19, 2021
BUY
$93.53 - $105.5 $1,402 - $1,582
15 Added 0.59%
2,565 $270,000
Q1 2021

Apr 28, 2021
BUY
$81.97 - $92.98 $209,023 - $237,099
2,550 New
2,550 $250,000

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
Track This Portfolio

Track Carlton Hofferkamp & Jenks Wealth Management, LLC Portfolio

Follow Carlton Hofferkamp & Jenks 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 Carlton Hofferkamp & Jenks Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carlton Hofferkamp & Jenks Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email