Fsm Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

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 2,314 shares of VNQ stock, worth $200,947. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,314
Previous 2,236 3.49%
Holding current value
$200,947
Previous $217,000 5.07%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,917
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, 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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email