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 7,711 shares of VNQ stock, worth $642,788. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,711
Previous 7,864 1.95%
Holding current value
$642,788
Previous $695 Million 4.03%
% of portfolio
0.25%
Previous 0.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.07 - $88.09 $236,481 - $256,958
2,917 Added 18.41%
18,760 $1.55 Billion
Q3 2022

Sep 15, 2023

SELL
N/A
-542 Reduced 3.31%
15,843 $1.27 Billion
Q2 2022

Sep 15, 2023

BUY
N/A
471 Added 2.96%
16,385 $1.49 Billion
Q1 2022

Sep 15, 2023

BUY
N/A
4,489 Added 39.29%
15,914 $1.72 Billion
Q4 2021

Sep 15, 2023

BUY
N/A
11,425 New
11,425 $1.33 Billion

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. 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 Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.