Epg Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Epg Wealth Management LLC

$333 Billion
Q2 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 669 shares of VNQ stock, worth $60,584. This represents 0.02% of its overall portfolio holdings.

Number of Shares

669

Previous 666 0.45%

Holding current value

$60,584

Previous $60.3 Million 1.1%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$79.79 - $91.42 $239 - $274	3 Added 0.45%	669 $59.6 Million
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

1,914

Shares Held

252M

Call Options Held

926K

Put Options Held

1.38M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Account

Epg Wealth Management LLC Vanguard Specialized Funds Van Transaction History