Fsm Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 7,320 shares of VNQ stock, worth $669,194. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,320
Previous 7,026 4.18%
Holding current value
$669,194
Previous $636,000 2.36%
% of portfolio
0.11%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$79.79 - $91.42 $23,458 - $26,877
294 Added 4.18%
7,320 $651,000
Q1 2025

Apr 28, 2025
BUY
$85.55 - $94.34 $403,111 - $444,530
4,712 Added 203.63%
7,026 $636,000
Q4 2024

Jan 24, 2025
BUY
$87.85 - $98.6 $6,852 - $7,690
78 Added 3.49%
2,314 $206,000
Q3 2024

Oct 30, 2024
BUY
$82.97 - $98.97 $185,520 - $221,296
2,236 New
2,236 $217,000

Others Institutions Holding VNQ

# of Institutions
1,913
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
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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