Family Firm, Inc. Vanguard Specialized Funds Van Transaction History

Family Firm, Inc.

$445 Million
Q1 2025

A detailed history of Family Firm, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Family Firm, Inc. holds 68,892 shares of VNQ stock, worth $6.14 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

68,892

Previous 299,075 76.96%

Holding current value

$6.14 Million

Previous $26.6 Million 76.59%

% of portfolio

1.4%

Previous 4.61%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$85.55 - $94.34 $19.7 Million - $21.7 Million	-230,183 Reduced 76.96%	68,892 $6.24 Million
Q4 2024 Feb 10, 2025	BUY	$87.85 - $98.6 $120,793 - $135,575	1,375 Added 0.46%	299,075 $26.6 Million
Q3 2024 Oct 17, 2024	BUY	$82.97 - $98.97 $247,831 - $295,623	2,987 Added 1.01%	297,700 $29 Million
Q2 2024 Jul 24, 2024	BUY	$78.61 - $85.97 $18.2 Million - $19.9 Million	231,770 Added 368.22%	294,713 $24.7 Million
Q1 2024 May 01, 2024	BUY	$82.58 - $89.12 $3,798 - $4,099	46 Added 0.07%	62,943 $5.44 Million
Q4 2023 Feb 05, 2024	BUY	$71.05 - $89.54 $30,480 - $38,412	429 Added 0.69%	62,897 $5.56 Million
Q3 2023 Oct 19, 2023	SELL	$75.44 - $86.89 $116,705 - $134,418	-1,547 Reduced 2.42%	62,468 $4.73 Million
Q2 2023 Aug 08, 2023	BUY	$78.4 - $83.98 $459,267 - $491,954	5,858 Added 10.07%	64,015 $5.35 Million
Q1 2023 May 01, 2023	BUY	$77.59 - $93.7 $28,320 - $34,200	365 Added 0.63%	58,157 $4.83 Million
Q4 2022 Feb 07, 2023	SELL	$76.14 - $88.09 $194,766 - $225,334	-2,558 Reduced 4.24%	57,792 $4.77 Million
Q3 2022 Nov 15, 2022	BUY	$79.28 - $102.13 $107,741 - $138,794	1,359 Added 2.3%	60,350 $4.84 Million
Q2 2022 Dec 01, 2022	SELL	$87.04 - $112.5 $110,801 - $143,212	-1,273 Reduced 2.11%	59,077 $5.38 Million
Q1 2022 Nov 30, 2022	SELL	$99.96 - $115.1 $159,436 - $183,584	-1,595 Reduced 2.64%	58,755 $6.37 Million
Q4 2021 Feb 02, 2022	SELL	$102.53 - $116.01 $187,937 - $212,646	-1,833 Reduced 3.01%	58,991 $6.84 Million
Q3 2021 Oct 22, 2021	SELL	$101.78 - $110.92 $123,764 - $134,878	-1,216 Reduced 1.96%	60,824 $6.59 Million
Q2 2021 Jul 21, 2021	BUY	$93.53 - $105.5 $7,575 - $8,545	81 Added 0.13%	62,040 $6.32 Million
Q1 2021 May 06, 2021	BUY	$81.97 - $92.98 $13,033 - $14,783	159 Added 0.26%	61,959 $5.69 Million
Q4 2020 Jan 20, 2021	BUY	$76.08 - $86.67 $367,618 - $418,789	4,832 Added 8.48%	61,800 $5.23 Million
Q3 2020 Nov 04, 2020	BUY	$76.31 - $83.64 $182,838 - $200,401	2,396 Added 4.39%	56,968 $4.5 Million
Q2 2020 Aug 10, 2020	BUY	$64.53 - $86.79 $353,366 - $475,262	5,476 Added 11.15%	54,572 $4.29 Million
Q1 2020 Apr 29, 2020	BUY	$56.91 - $99.57 $117,120 - $204,915	2,058 Added 4.38%	49,096 $3.43 Million
Q4 2019 Feb 04, 2020	SELL	$90.14 - $95.25 $99,244 - $104,870	-1,101 Reduced 2.29%	47,038 $4.37 Million
Q3 2019 Nov 12, 2019	SELL	$91.64 - $93.61 $150,106 - $153,333	-1,638 Reduced 3.29%	48,139 $4.49 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-273 Reduced 0.55%	49,777 $4.35 Million
Q1 2019 May 06, 2019	SELL	N/A	-424 Reduced 0.84%	50,050 $4.35 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-1,791 Reduced 3.43%	50,474 $3.76 Million
Q3 2018 Oct 31, 2018	SELL	N/A	-4,289 Reduced 7.58%	52,265 $4.22 Million
Q2 2018 Aug 03, 2018	BUY	N/A	2,477 Added 4.58%	56,554 $4.61 Million
Q1 2018 Apr 26, 2018	BUY	N/A	4,477 Added 9.03%	54,077 $4.08 Million
Q4 2017 Feb 07, 2018	BUY	N/A	3,919 Added 8.58%	49,600 $4.12 Million
Q3 2017 Nov 07, 2017	BUY	N/A	735 Added 1.64%	45,681 $3.8 Million
Q2 2017 Aug 08, 2017	BUY	N/A	44,946	44,946 $3.74 Million

Others Institutions Holding VNQ

# of Institutions

1,929

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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