Center For Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History

Center For Financial Planning, Inc.

  • $669 Million
  • Q1 2024

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,703 shares of VNQ stock, worth $225,105. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,703
Previous 2,425 11.46%
Holding current value
$225,105
Previous $214,000 8.88%
% of portfolio
0.03%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$82.58 - $89.12 $22,957 - $24,775
278 Added 11.46%
2,703 $233,000
Q4 2023

Jan 29, 2024
BUY
$71.05 - $89.54 $68,989 - $86,943
971 Added 66.78%
2,425 $214,000
Q3 2023

Oct 24, 2023
BUY
$75.44 - $86.89 $5,054 - $5,821
67 Added 4.83%
1,454 $110,000
Q1 2023

May 02, 2023
BUY
$77.59 - $93.7 $3,103 - $3,748
40 Added 2.97%
1,387 $115,000
Q4 2022

Jan 27, 2023
SELL
$81.07 - $88.09 $1,783 - $1,937
-22 Reduced 1.61%
1,347 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-31 Reduced 2.21%
1,369 $110,000
Q1 2022

May 03, 2022
BUY
N/A
646 Added 85.68%
1,400 $152,000
Q4 2021

Feb 08, 2022
BUY
N/A
25 Added 3.43%
754 $87,000
Q3 2021

Oct 27, 2021
SELL
N/A
-13 Reduced 1.75%
729 $74,000
Q2 2021

Jul 29, 2021
SELL
N/A
-31 Reduced 4.01%
742 $76,000
Q1 2021

May 10, 2021
BUY
N/A
15 Added 1.98%
773 $71,000
Q3 2020

Nov 12, 2020
BUY
N/A
71 Added 10.33%
758 $60,000
Q2 2020

Aug 06, 2020
SELL
N/A
-1,230 Reduced 64.16%
687 $54,000
Q1 2020

May 11, 2020
BUY
N/A
1,286 Added 203.8%
1,917 $134,000
Q4 2019

Feb 14, 2020
BUY
N/A
631 New
631 $59,000

Others Institutions Holding VNQ

# of Institutions
1,751
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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