Financial Insights, Inc. Vanguard Specialized Funds Van Transaction History

Financial Insights, Inc.

$248 Million
Q1 2025

A detailed history of Financial Insights, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial Insights, Inc. holds 3,276 shares of VNQ stock, worth $293,267. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,276

Previous 3,272 0.12%

Holding current value

$293,267

Previous $291,000 1.72%

% of portfolio

0.12%

Previous 0.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$85.55 - $94.34 $342 - $377	4 Added 0.12%	3,276 $296,000
Q4 2024 Mar 05, 2025	SELL	$87.85 - $98.6 $87,850 - $98,600	-1,000 Reduced 23.41%	3,272 $291,000
Q3 2024 Oct 22, 2024	BUY	$82.97 - $98.97 $354,447 - $422,799	4,272 New	4,272 $416,000
Q4 2023 Jan 24, 2024	SELL	$71.05 - $89.54 $3.99 Million - $5.03 Million	-56,201 Closed	0 $0
Q2 2023 Jan 24, 2024	BUY	$78.4 - $83.98 $4.41 Million - $4.72 Million	56,201 New	56,201 $4.7 Million
Q1 2023 Apr 17, 2023	BUY	$77.59 - $93.7 $544,681 - $657,774	7,020 Added 13.68%	58,349 $4.85 Million
Q4 2022 Feb 09, 2023	BUY	$76.14 - $88.09 $125,402 - $145,084	1,647 Added 3.32%	51,329 $4.23 Million
Q3 2022 Oct 26, 2022	BUY	$79.28 - $102.13 $296,348 - $381,761	3,738 Added 8.14%	49,682 $3.98 Million
Q2 2022 Aug 03, 2022	BUY	$87.04 - $112.5 $189,747 - $245,250	2,180 Added 4.98%	45,944 $4.19 Million
Q1 2022 May 11, 2022	BUY	$99.96 - $115.1 $47,780 - $55,017	478 Added 1.1%	43,764 $4.74 Million
Q4 2021 Feb 09, 2022	SELL	$102.53 - $116.01 $58,134 - $65,777	-567 Reduced 1.29%	43,286 $5.02 Million
Q3 2021 Nov 12, 2021	BUY	$101.78 - $110.92 $74,401 - $81,082	731 Added 1.7%	43,853 $4.46 Million
Q2 2021 Aug 12, 2021	BUY	$93.53 - $105.5 $86,047 - $97,060	920 Added 2.18%	43,122 $43.9 Million
Q1 2021 May 12, 2021	BUY	$81.97 - $92.98 $108,692 - $123,291	1,326 Added 3.24%	42,202 $3.88 Million
Q4 2020 Feb 05, 2021	SELL	$76.08 - $86.67 $432,590 - $492,805	-5,686 Reduced 12.21%	40,876 $3.47 Million
Q3 2020 Nov 16, 2020	SELL	$76.31 - $83.64 $18.4 Million - $20.2 Million	-241,099 Reduced 83.81%	46,562 $3.68 Million
Q2 2020 Aug 20, 2020	BUY	$64.53 - $86.79 $15.6 Million - $20.9 Million	241,194 Added 519.07%	287,661 $3.69 Million
Q1 2020 Apr 28, 2020	BUY	$56.91 - $99.57 $22,593 - $39,529	397 Added 0.86%	46,467 $3.25 Million
Q4 2019 Feb 07, 2020	SELL	$90.14 - $95.25 $25,960 - $27,432	-288 Reduced 0.62%	46,070 $4.28 Million
Q3 2019 Oct 31, 2019	BUY	$91.64 - $93.61 $124,722 - $127,403	1,361 Added 3.02%	46,358 $4.32 Million
Q2 2019 Aug 20, 2019	BUY	N/A	1,042 Added 2.37%	44,997 $4.08 Million
Q1 2019 May 23, 2019	BUY	N/A	490 Added 1.13%	43,955 $3.81 Million
Q4 2018 Mar 08, 2019	BUY	N/A	43,465 New	43,465 $3.63 Million

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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 Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Account

Financial Insights, Inc. Vanguard Specialized Funds Van Transaction History