Cjm Wealth Advisers, Ltd. Vanguard Specialized Funds Van Transaction History

Cjm Wealth Advisers, Ltd.

$283 Billion
Q1 2025

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 6,463 shares of VNQ stock, worth $577,275. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,463

Previous 6,351 1.76%

Holding current value

$577,275

Previous $566 Million 3.43%

% of portfolio

0.21%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$85.55 - $94.34 $9,581 - $10,566	112 Added 1.76%	6,463 $585 Million
Q4 2024 Jan 08, 2025	BUY	$87.85 - $98.6 $48,141 - $54,032	548 Added 9.44%	6,351 $566 Million
Q3 2024 Oct 03, 2024	SELL	$82.97 - $98.97 $129,101 - $153,997	-1,556 Reduced 21.14%	5,803 $565 Million
Q2 2024 Jul 08, 2024	SELL	$78.61 - $85.97 $27,670 - $30,261	-352 Reduced 4.56%	7,359 $611 Million
Q1 2024 Apr 08, 2024	SELL	$82.58 - $89.12 $12,634 - $13,635	-153 Reduced 1.95%	7,711 $667 Million
Q4 2023 Jan 19, 2024	SELL	$71.05 - $89.54 $556,108 - $700,829	-7,827 Reduced 49.88%	7,864 $695 Million
Q3 2023 Oct 26, 2023	SELL	$75.44 - $86.89 $89,471 - $103,051	-1,186 Reduced 7.03%	15,691 $1.19 Billion
Q2 2023 Sep 15, 2023	SELL	$78.4 - $83.98 $223,204 - $239,091	-2,847 Reduced 14.43%	16,877 $1.41 Billion
Q1 2023 Sep 15, 2023	BUY	$77.59 - $93.7 $74,796 - $90,326	964 Added 5.14%	19,724 $1.64 Billion
Q4 2022 Sep 15, 2023	BUY	$76.14 - $88.09 $222,100 - $256,958	2,917 Added 18.41%	18,760 $1.55 Billion
Q3 2022 Sep 15, 2023	SELL	$79.28 - $102.13 $42,969 - $55,354	-542 Reduced 3.31%	15,843 $1.27 Billion
Q2 2022 Sep 15, 2023	BUY	$87.04 - $112.5 $40,995 - $52,987	471 Added 2.96%	16,385 $1.49 Billion
Q1 2022 Sep 15, 2023	BUY	$99.96 - $115.1 $448,720 - $516,683	4,489 Added 39.29%	15,914 $1.72 Billion
Q4 2021 Sep 15, 2023	BUY	$102.53 - $116.01 $1.17 Million - $1.33 Million	11,425 New	11,425 $1.33 Billion

Others Institutions Holding VNQ

# of Institutions

1,935

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Cjm Wealth Advisers, Ltd. Vanguard Specialized Funds Van Transaction History