Fee Only Financial Planning, L.C. Vanguard Specialized Funds Van Transaction History

Fee Only Financial Planning, L.C.

$155 Billion
Q4 2024

A detailed history of Fee Only Financial Planning, L.C. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 3,586 shares of VNQ stock, worth $324,281. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,586

Previous 3,986 10.04%

Holding current value

$324,281

Previous $388 Million 17.74%

% of portfolio

0.21%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$87.85 - $98.6 $35,140 - $39,440	-400 Reduced 10.04%	3,586 $319 Million
Q4 2023 Feb 05, 2024	SELL	$71.05 - $89.54 $24,867 - $31,339	-350 Reduced 8.07%	3,986 $352 Million
Q1 2023 Apr 22, 2024	BUY	$77.59 - $93.7 $27,156 - $32,795	350 Added 8.78%	4,336 $360 Million
Q1 2023 Apr 28, 2023	BUY	$77.59 - $93.7 $232 - $281	3 Added 0.07%	4,336 $360 Million
Q4 2022 Feb 03, 2023	BUY	$76.14 - $88.09 $329,914 - $381,693	4,333 New	4,333 $357 Million

Others Institutions Holding VNQ

# of Institutions

1,834

Shares Held

239M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fee Only Financial Planning, L.C., based on Form 13F filings with the SEC.

News

Stay updated on Fee Only Financial Planning, L.C. with notifications on news.

Account

Fee Only Financial Planning, L.C. Vanguard Specialized Funds Van Transaction History