A detailed history of Fidato Wealth LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fidato Wealth LLC holds 8,210 shares of VNQ stock, worth $778,472. This represents 0.64% of its overall portfolio holdings.

Number of Shares
8,210
Previous 8,375 1.97%
Holding current value
$778,472
Previous $701,000 13.98%
% of portfolio
0.64%
Previous 0.62%

Shares

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

Nov 05, 2024

SELL
$82.97 - $98.97 $13,690 - $16,330
-165 Reduced 1.97%
8,210 $799,000
Q2 2024

Aug 13, 2024

SELL
$78.61 - $85.97 $17,923 - $19,601
-228 Reduced 2.65%
8,375 $701,000
Q1 2024

Apr 18, 2024

SELL
$82.58 - $89.12 $24,691 - $26,646
-299 Reduced 3.36%
8,603 $743,000
Q4 2023

Jan 09, 2024

SELL
$71.05 - $89.54 $5.34 Million - $6.74 Million
-75,228 Reduced 89.42%
8,902 $786,000
Q4 2022

Feb 09, 2023

BUY
$76.14 - $88.09 $226,821 - $262,420
2,979 Added 3.67%
84,130 $6.94 Million
Q3 2022

Oct 24, 2022

BUY
$79.28 - $102.13 $138,740 - $178,727
1,750 Added 2.2%
81,151 $6.5 Million
Q2 2022

Aug 02, 2022

SELL
$87.04 - $112.5 $49,264 - $63,675
-566 Reduced 0.71%
79,401 $7.23 Million
Q1 2022

May 10, 2022

BUY
$99.96 - $115.1 $155,637 - $179,210
1,557 Added 1.99%
79,967 $8.67 Million
Q4 2021

May 04, 2022

BUY
$102.53 - $116.01 $8.04 Million - $9.1 Million
78,410 New
78,410 $9.1 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


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