Dynamic Wealth Strategies, LLC Vanguard Specialized Funds Van Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,226 shares of VNQ stock, worth $201,586. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,226
Previous 2,207 0.86%
Holding current value
$201,586
Previous $196,000 3.57%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 29, 2025
BUY
$88.47 - $93.24 $1,680 - $1,771
19 Added 0.86%
2,226 $203,000
Q2 2025

Aug 13, 2025
SELL
$79.79 - $91.42 $4,308 - $4,936
-54 Reduced 2.39%
2,207 $196,000
Q1 2025

May 12, 2025
BUY
$85.55 - $94.34 $193,428 - $213,302
2,261 New
2,261 $204,000
Q2 2024

Aug 15, 2024
SELL
$78.61 - $85.97 $235 - $257
-3 Reduced 0.14%
2,068 $173,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.12 $4,789 - $5,168
-58 Reduced 2.72%
2,071 $179,000
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $151,265 - $190,630
2,129 New
2,129 $188 Million

Others Institutions Holding VNQ

# of Institutions
1,915
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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