Discipline Wealth Solutions, LLC Vanguard Specialized Funds Van Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

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 5,099 shares of VNQ stock, worth $456,819. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,099
Previous 2,419 110.79%
Holding current value
$456,819
Previous $215,000 116.74%
% of portfolio
0.13%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$88.47 - $93.24 $237,099 - $249,883
2,680 Added 110.79%
5,099 $466,000
Q2 2025

Jul 07, 2025
BUY
$79.79 - $91.42 $193,012 - $221,144
2,419 New
2,419 $215,000
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
1,935
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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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