Forum Private Client Group LLC Vanguard Specialized Funds Van Transaction History

Forum Private Client Group LLC

  • $225 Billion
  • Q4 2024

A detailed history of Forum Private Client Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Forum Private Client Group LLC holds 2,611 shares of VNQ stock, worth $239,245. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,611
Previous 2,840 8.06%
Holding current value
$239,245
Previous $277 Million 15.93%
% of portfolio
0.1%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$87.85 - $98.6 $20,117 - $22,579
-229 Reduced 8.06%
2,611 $233 Million
Q3 2024

Nov 12, 2024
SELL
$82.97 - $98.97 $24,144 - $28,800
-291 Reduced 9.29%
2,840 $277 Million
Q2 2024

Aug 13, 2024
SELL
$78.61 - $85.97 $84,820 - $92,761
-1,079 Reduced 25.63%
3,131 $262 Million
Q1 2024

May 15, 2024
SELL
$82.58 - $89.12 $21,470 - $23,171
-260 Reduced 5.82%
4,210 $364 Million
Q4 2023

Jan 19, 2024
BUY
$71.05 - $89.54 $317,593 - $400,243
4,470 New
4,470 $395 Million
Q2 2023

Aug 02, 2023
SELL
$78.4 - $83.98 $22,030 - $23,598
-281 Reduced 4.23%
6,367 $532,000
Q1 2023

May 15, 2023
SELL
$77.59 - $93.7 $10,629 - $12,836
-137 Reduced 2.02%
6,648 $552,000
Q4 2022

Feb 10, 2023
SELL
$76.14 - $88.09 $5,558 - $6,430
-73 Reduced 1.06%
6,785 $559,000
Q3 2022

Nov 10, 2022
SELL
$79.28 - $102.13 $2,774 - $3,574
-35 Reduced 0.51%
6,858 $550,000
Q2 2022

Aug 05, 2022
BUY
$87.04 - $112.5 $118,809 - $153,562
1,365 Added 24.69%
6,893 $628,000
Q1 2022

Aug 05, 2022
BUY
$99.96 - $115.1 $552,578 - $636,272
5,528 New
5,528 $599,000

Others Institutions Holding VNQ

# of Institutions
1,905
Shares Held
228M
Call Options Held
1.5M
Put Options Held
1.63M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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