Family Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Family Wealth Partners, LLC

$219 Billion
Q1 2025

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 28,057 shares of VNQ stock, worth $2.47 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

28,057

Previous 25,424 10.36%

Holding current value

$2.47 Million

Previous $2.26 Billion 12.16%

% of portfolio

1.16%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$85.55 - $94.34 $225,253 - $248,397	2,633 Added 10.36%	28,057 $2.54 Billion
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

1,932

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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Family Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History