Epg Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Epg Wealth Management LLC holds 666 shares of VNQ stock, worth $61,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares
666
Previous 662 0.6%
Holding current value
$61,078
Previous $59 Million 2.22%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 13, 2025
BUY
$85.55 - $94.34 $342 - $377
4 Added 0.6%
666 $60.3 Million
Q4 2024

Feb 14, 2025
SELL
$87.85 - $98.6 $527 - $591
-6 Reduced 0.9%
662 $59 Million
Q3 2024

Nov 13, 2024
BUY
$82.97 - $98.97 $55,423 - $66,111
668 New
668 $65.1 Million
Q2 2024

Aug 13, 2024
SELL
$78.61 - $85.97 $66,189 - $72,386
-842 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$82.58 - $89.12 $247 - $267
3 Added 0.36%
842 $72,000
Q4 2023

Feb 14, 2024
BUY
$71.05 - $89.54 $568 - $716
8 Added 0.96%
839 $74,000
Q3 2023

Nov 13, 2023
BUY
$75.44 - $86.89 $301 - $347
4 Added 0.48%
831 $62,000
Q1 2023

May 15, 2023
SELL
$77.59 - $93.7 $7,759 - $9,370
-100 Reduced 10.79%
827 $68,000
Q4 2022

Feb 14, 2023
SELL
$76.14 - $88.09 $1,142 - $1,321
-15 Reduced 1.59%
927 $76,000
Q3 2022

Nov 15, 2022
BUY
$79.28 - $102.13 $74,681 - $96,206
942 New
942 $76,000
Q1 2022

May 10, 2022
SELL
$99.96 - $115.1 $107,257 - $123,502
-1,073 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $41,217 - $46,636
402 Added 59.91%
1,073 $124,000
Q3 2021

Nov 15, 2021
BUY
$101.78 - $110.92 $68,294 - $74,427
671 New
671 $68,000
Q2 2020

Aug 06, 2020
SELL
$64.53 - $86.79 $31,748 - $42,700
-492 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$56.91 - $99.57 $138,518 - $242,353
-2,434 Reduced 83.19%
492 $34,000
Q4 2019

Feb 14, 2020
BUY
$90.14 - $95.25 $263,749 - $278,701
2,926 New
2,926 $271,000

Others Institutions Holding VNQ

# of Institutions
1,934
Shares Held
234M
Call Options Held
1.13M
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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