A detailed history of Family Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Family Wealth Partners, LLC holds 24,044 shares of VNQ stock, worth $2.15 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
24,044
Previous 23,499 2.32%
Holding current value
$2.15 Million
Previous $1.97 Billion 19.01%
% of portfolio
1.2%
Previous 1.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$82.97 - $98.97 $45,218 - $53,938
545 Added 2.32%
24,044 $2.34 Billion
Q2 2024

Jul 10, 2024

BUY
$78.61 - $85.97 $139,847 - $152,940
1,779 Added 8.19%
23,499 $1.97 Billion
Q1 2024

Apr 16, 2024

SELL
$82.58 - $89.12 $165,242 - $178,329
-2,001 Reduced 8.44%
21,720 $1.88 Billion
Q4 2023

Mar 20, 2024

BUY
$71.05 - $89.54 $1.69 Million - $2.12 Million
23,721 New
23,721 $2.1 Billion

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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