A detailed history of Fsa Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fsa Wealth Management LLC holds 668 shares of VNQ stock, worth $64,288. This represents 0.03% of its overall portfolio holdings.

Number of Shares
668
Previous 667 0.15%
Holding current value
$64,288
Previous $57,000 14.04%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$82.97 - $98.97 $82 - $98
1 Added 0.15%
668 $65,000
Q1 2024

May 16, 2024

SELL
$82.58 - $89.12 $2,559 - $2,762
-31 Reduced 4.44%
667 $57,000
Q4 2023

Feb 14, 2024

BUY
$71.05 - $89.54 $49,592 - $62,498
698 New
698 $62,000
Q1 2021

May 17, 2021

SELL
$81.97 - $92.98 $61,723 - $70,013
-753 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$76.08 - $86.67 $57,288 - $65,262
753 New
753 $64,000
Q3 2020

Nov 13, 2020

SELL
$76.31 - $83.64 $65,092 - $71,344
-853 Closed
0 $0
Q4 2019

Feb 21, 2020

BUY
$90.14 - $95.25 $76,889 - $81,248
853 New
853 $79,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


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

Track Fsa Wealth Management LLC Portfolio

Follow Fsa 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 Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

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