Endowment Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History

Endowment Wealth Management, Inc.

  • $121 Million
  • Q1 2024

A detailed history of Endowment Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 11,985 shares of VNQ stock, worth $1 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
11,985
Previous 9,835 21.86%
Holding current value
$1 Million
Previous $869,000 19.22%
% of portfolio
0.86%
Previous 0.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$82.58 - $89.12 $177,547 - $191,608
2,150 Added 21.86%
11,985 $1.04 Million
Q4 2023

Feb 07, 2024
BUY
$71.05 - $89.54 $25,080 - $31,607
353 Added 3.72%
9,835 $869,000
Q3 2023

Oct 30, 2023
BUY
$75.44 - $86.89 $13,654 - $15,727
181 Added 1.95%
9,482 $717,000
Q2 2023

Aug 10, 2023
SELL
$78.4 - $83.98 $4,704 - $5,038
-60 Reduced 0.64%
9,301 $777,000
Q1 2023

May 10, 2023
BUY
$77.59 - $93.7 $116,385 - $140,550
1,500 Added 19.08%
9,361 $777,000
Q4 2022

Feb 13, 2023
BUY
$81.07 - $88.09 $5,431 - $5,902
67 Added 0.86%
7,861 $648,000
Q3 2022

Nov 10, 2022
BUY
N/A
193 Added 2.54%
7,794 $625,000
Q2 2022

Aug 15, 2022
BUY
N/A
155 Added 2.08%
7,601 $693,000
Q1 2022

May 04, 2022
SELL
N/A
-2,433 Reduced 24.63%
7,446 $807,000
Q4 2021

Feb 11, 2022
BUY
N/A
9,879 New
9,879 $1.15 Million

Others Institutions Holding VNQ

# of Institutions
1,749
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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