Edge Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Edge Wealth Management LLC

  • $497 Million
  • Q3 2024

A detailed history of Edge Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Edge Wealth Management LLC holds 5,000 shares of VNQ stock, worth $447,250. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$447,250
Previous $418,000 16.51%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 20, 2020
BUY
$56.91 - $99.57 $284,550 - $497,849
5,000 New
5,000 $342,000
Q2 2018

Jul 17, 2018
SELL
N/A
-130 Closed
0 $0
Q1 2018

Apr 05, 2018
SELL
N/A
-84 Reduced 39.25%
130 $10,000
Q3 2017

Oct 19, 2017
BUY
N/A
214
214 $18,000

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
241M
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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