Diversify Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 19,079 shares of VNQ stock, worth $1.7 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,079
Previous 19,111 0.17%
Holding current value
$1.7 Million
Previous $1.63 Billion 2.71%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Apr 30, 2025
SELL
$85.55 - $94.34 $2,737 - $3,018
-32 Reduced 0.17%
19,079 $1.68 Billion
Q4 2024

Jan 16, 2025
BUY
$87.85 - $98.6 $378,018 - $424,275
4,303 Added 29.06%
19,111 $1.63 Billion
Q3 2024

Oct 25, 2024
BUY
$82.97 - $98.97 $381,827 - $455,459
4,602 Added 45.09%
14,808 $1.43 Billion
Q2 2024

Aug 08, 2024
BUY
$78.61 - $85.97 $802,293 - $877,409
10,206 New
10,206 $905 Million

Others Institutions Holding VNQ

# of Institutions
1,934
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
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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