Discipline Wealth Solutions, LLC Vanguard Specialized Funds Van Transaction History

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,309 shares of VNQ stock, worth $210,880. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,309
Previous 2,925 21.06%
Holding current value
$210,880
Previous $244,000 8.2%
% of portfolio
0.12%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 19, 2024
SELL
$82.97 - $98.97 $51,109 - $60,965
-616 Reduced 21.06%
2,309 $224,000
Q2 2024

Aug 07, 2024
BUY
$78.61 - $85.97 $40,484 - $44,274
515 Added 21.37%
2,925 $244,000
Q1 2024

May 03, 2024
SELL
$82.58 - $89.12 $152,607 - $164,693
-1,848 Reduced 43.4%
2,410 $208,000
Q4 2023

Feb 09, 2024
BUY
$71.05 - $89.54 $302,530 - $381,261
4,258 New
4,258 $376,000

Others Institutions Holding VNQ

# of Institutions
1,828
Shares Held
238M
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
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