Estate Counselors, LLC Vanguard Specialized Funds Van Transaction History

Estate Counselors, LLC

$362 Million
Q4 2024

A detailed history of Estate Counselors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Estate Counselors, LLC holds 5,300 shares of VNQ stock, worth $478,431. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,300

Previous 71,183 92.55%

Holding current value

$478,431

Previous $6.93 Million 93.19%

% of portfolio

0.13%

Previous 1.86%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$87.85 - $98.6 $5.79 Million - $6.5 Million	-65,883 Reduced 92.55%	5,300 $472,000
Q3 2024 Nov 12, 2024	BUY	$82.97 - $98.97 $5.44 Million - $6.49 Million	65,608 Added 1176.83%	71,183 $6.93 Million
Q2 2024 Aug 08, 2024	BUY	$78.61 - $85.97 $438,250 - $479,282	5,575 New	5,575 $466,000
Q4 2023 Jan 23, 2024	SELL	$71.05 - $89.54 $7,460 - $9,401	-105 Reduced 1.53%	6,775 $598,000
Q3 2023 Nov 02, 2023	SELL	$75.44 - $86.89 $1.21 Million - $1.4 Million	-16,070 Reduced 70.02%	6,880 $520,000
Q2 2023 Jul 31, 2023	BUY	$78.4 - $83.98 $642,096 - $687,796	8,190 Added 55.49%	22,950 $1.92 Million
Q1 2023 May 04, 2023	BUY	$77.59 - $93.7 $8,146 - $9,838	105 Added 0.72%	14,760 $1.23 Million
Q4 2022 Feb 08, 2023	BUY	$76.14 - $88.09 $617,495 - $714,409	8,110 Added 123.91%	14,655 $1.21 Million
Q3 2022 Nov 04, 2022	BUY	$79.28 - $102.13 $70,162 - $90,385	885 Added 15.64%	6,545 $524,000
Q2 2022 Aug 03, 2022	BUY	$87.04 - $112.5 $195,840 - $253,125	2,250 Added 65.98%	5,660 $515,000
Q1 2022 May 09, 2022	BUY	$99.96 - $115.1 $999 - $1,151	10 Added 0.29%	3,410 $369,000
Q4 2021 Feb 14, 2022	SELL	$102.53 - $116.01 $56,904 - $64,385	-555 Reduced 14.03%	3,400 $394,000
Q3 2021 Nov 03, 2021	BUY	$101.78 - $110.92 $40,712 - $44,368	400 Added 11.25%	3,955 $402,000
Q2 2021 Aug 03, 2021	SELL	$93.53 - $105.5 $583,627 - $658,320	-6,240 Reduced 63.71%	3,555 $361,000
Q1 2021 May 06, 2021	SELL	$81.97 - $92.98 $15,984 - $18,131	-195 Reduced 1.95%	9,795 $900,000
Q4 2020 Feb 11, 2021	SELL	$76.08 - $86.67 $249,162 - $283,844	-3,275 Reduced 24.69%	9,990 $848,000
Q3 2020 Oct 28, 2020	SELL	$76.31 - $83.64 $2.41 Million - $2.65 Million	-31,635 Reduced 70.46%	13,265 $1.05 Million
Q2 2020 Aug 07, 2020	SELL	$64.53 - $86.79 $5.03 Million - $6.76 Million	-77,940 Reduced 63.45%	44,900 $3.53 Million
Q1 2020 Apr 28, 2020	BUY	$56.91 - $99.57 $1.51 Million - $2.64 Million	26,520 Added 27.53%	122,840 $8.58 Million
Q4 2019 Jan 31, 2020	BUY	$90.14 - $95.25 $89,238 - $94,297	990 Added 1.04%	96,320 $8.94 Million
Q3 2019 Oct 28, 2019	SELL	$91.64 - $93.61 $20,619 - $21,062	-225 Reduced 0.24%	95,330 $8.89 Million
Q2 2019 Aug 07, 2019	BUY	N/A	12,475 Added 15.02%	95,555 $8.35 Million
Q1 2019 May 01, 2019	BUY	N/A	13,770 Added 19.87%	83,080 $7.22 Million
Q4 2018 Feb 04, 2019	BUY	N/A	17,030 Added 32.57%	69,310 $5.17 Million
Q3 2018 Oct 15, 2018	BUY	N/A	860 Added 1.67%	52,280 $4.22 Million
Q2 2018 Aug 08, 2018	BUY	N/A	31,385 Added 156.65%	51,420 $4.19 Million
Q1 2018 Apr 13, 2018	SELL	N/A	-174,090 Reduced 89.68%	20,035 $1.51 Million
Q4 2017 Feb 06, 2018	BUY	N/A	660 Added 0.34%	194,125 $16.1 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-9,500 Reduced 4.68%	193,465 $16.1 Million
Q2 2017 Nov 13, 2017	BUY	N/A	40,710 Added 25.09%	202,965 $16.9 Million
Q1 2017 Nov 13, 2017	BUY	N/A	162,255	162,255 $13.4 Million

Others Institutions Holding VNQ

# of Institutions

1,918

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Estate Counselors, LLC Vanguard Specialized Funds Van Transaction History