A detailed history of Fonville Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fonville Wealth Management LLC holds 48,359 shares of VNQ stock, worth $4.77 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
48,359
Previous 41,621 16.19%
Holding current value
$4.77 Million
Previous $3.6 Billion 12.59%
% of portfolio
1.61%
Previous 1.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$78.61 - $85.97 $529,674 - $579,265
6,738 Added 16.19%
48,359 $4.05 Billion
Q1 2024

Apr 26, 2024

BUY
$82.58 - $89.12 $882,780 - $952,692
10,690 Added 34.56%
41,621 $3.6 Billion
Q4 2023

Jan 31, 2024

BUY
$71.05 - $89.54 $2.2 Million - $2.77 Million
30,931 New
30,931 $2.73 Billion

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.