Family Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Family Wealth Partners, LLC

  • $210 Billion
  • Q4 2024

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 25,424 shares of VNQ stock, worth $2.3 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
25,424
Previous 24,044 5.74%
Holding current value
$2.3 Million
Previous $2.34 Billion 3.31%
% of portfolio
1.08%
Previous 1.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$87.85 - $98.6 $121,232 - $136,068
1,380 Added 5.74%
25,424 $2.26 Billion
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

# of Institutions
1,829
Shares Held
239M
Call Options Held
1.22M
Put Options Held
1.53M
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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