Copia Wealth Management Vanguard Specialized Funds Van Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Copia Wealth Management holds 327 shares of VNQ stock, worth $29,210. This represents 0.02% of its overall portfolio holdings.

Number of Shares
327
Previous 327 -0.0%
Holding current value
$29,210
Previous $29.1 Million 2.65%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$85.55 - $94.34 $1,967 - $2,169
23 Added 7.57%
327 $29.6 Million
Q4 2024

Mar 06, 2025
BUY
$87.85 - $98.6 $26,706 - $29,974
304 New
304 $27.1 Million

Others Institutions Holding VNQ

# of Institutions
1,917
Shares Held
252M
Call Options Held
926K
Put Options Held
1.38M
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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