Financial Perspectives, Inc Vanguard Specialized Funds Van Transaction History

Financial Perspectives, Inc

$361 Billion
Q3 2025

A detailed history of Financial Perspectives, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial Perspectives, Inc holds 9,226 shares of VNQ stock, worth $826,557. This represents 0.23% of its overall portfolio holdings.

Number of Shares

9,226

Previous 9,222 0.04%

Holding current value

$826,557

Previous $821 Million 2.69%

% of portfolio

0.23%

Previous 0.25%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$88.47 - $93.24 $353 - $372	4 Added 0.04%	9,226 $843 Million
Q2 2025 Jul 29, 2025	SELL	$79.79 - $91.42 $22,580 - $25,871	-283 Reduced 2.98%	9,222 $821 Million
Q1 2025 Apr 18, 2025	BUY	$85.55 - $94.34 $342 - $377	4 Added 0.04%	9,505 $861 Million
Q4 2024 Jan 31, 2025	BUY	$87.85 - $98.6 $33,119 - $37,172	377 Added 4.13%	9,501 $846 Million
Q3 2024 Oct 17, 2024	SELL	$82.97 - $98.97 $6,886 - $8,214	-83 Reduced 0.9%	9,124 $889 Million

Q1 2024 Apr 19, 2024	BUY	$82.58 - $89.12 $330 - $356	4 Added 0.04%	9,207 $796 Million
Q4 2023 Feb 01, 2024	BUY	$71.05 - $89.54 $852 - $1,074	12 Added 0.13%	9,203 $813 Million
Q3 2023 Jan 09, 2024	BUY	$75.44 - $86.89 $452 - $521	6 Added 0.07%	9,191 $695 Million
Q2 2023 Jan 09, 2024	BUY	$78.4 - $83.98 $32,457 - $34,767	414 Added 4.72%	9,185 $768 Million
Q1 2023 Jan 09, 2024	BUY	$77.59 - $93.7 $1,241 - $1,499	16 Added 0.18%	8,771 $728 Million
Q4 2022 Jan 09, 2024	SELL	$76.14 - $88.09 $192,710 - $222,955	-2,531 Reduced 22.43%	8,755 $722 Million
Q3 2022 Jan 09, 2024	BUY	$79.28 - $102.13 $199,547 - $257,061	2,517 Added 28.7%	11,286 $905 Million
Q2 2022 Jan 09, 2024	BUY	$87.04 - $112.5 $7,137 - $9,225	82 Added 0.94%	8,769 $799 Million
Q1 2022 Jan 09, 2024	BUY	$99.96 - $115.1 $15,593 - $17,955	156 Added 1.83%	8,687 $941 Million
Q4 2021 Jan 09, 2024	SELL	$102.53 - $116.01 $1,640 - $1,856	-16 Reduced 0.19%	8,531 $990 Million
Q2 2021 Jan 09, 2024	SELL	$93.53 - $105.5 $72.4 Million - $81.7 Million	-774,612 Reduced 98.91%	8,547 $870 Million
Q1 2021 Jan 09, 2024	BUY	$81.97 - $92.98 $63.5 Million - $72 Million	774,650 Added 9103.89%	783,159 $8.53 Million
Q4 2020 Jan 09, 2024	BUY	$76.08 - $86.67 $2,586 - $2,946	34 Added 0.4%	8,509 $723 Million
Q3 2020 Jan 09, 2024	SELL	$76.31 - $83.64 $228 - $250	-3 Reduced 0.04%	8,475 $669 Million
Q2 2020 Jan 09, 2024	SELL	$64.53 - $86.79 $35,362 - $47,560	-548 Reduced 6.07%	8,478 $666 Million
Q1 2020 Jan 09, 2024	BUY	$56.91 - $99.57 $1,422 - $2,489	25 Added 0.28%	9,026 $630 Million
Q4 2019 Jan 09, 2024	BUY	$90.14 - $95.25 $811,350 - $857,345	9,001 New	9,001 $835 Million

Others Institutions Holding VNQ

# of Institutions

1,935

Shares Held

237M

Call Options Held

1.07M

Put Options Held

1.31M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Financial Perspectives, Inc Vanguard Specialized Funds Van Transaction History