Future Financial Wealth Managment LLC Vanguard Specialized Funds Van Transaction History

Future Financial Wealth Managment LLC

$138 Million
Q3 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 3,934 shares of VNQ stock, worth $373,021. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,934

Previous 3,640 8.08%

Holding current value

$373,021

Previous $304,000 25.99%

% of portfolio

0.28%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$82.97 - $98.97 $24,393 - $29,097	294 Added 8.08%	3,934 $383,000
Q2 2024 Jul 16, 2024	SELL	$78.61 - $85.97 $1.44 Million - $1.57 Million	-18,312 Reduced 83.42%	3,640 $304,000
Q1 2024 Apr 15, 2024	BUY	$82.58 - $89.12 $59,375 - $64,077	719 Added 3.39%	21,952 $1.9 Million
Q4 2023 Jan 18, 2024	BUY	$71.05 - $89.54 $32,185 - $40,561	453 Added 2.18%	21,233 $1.88 Million
Q3 2023 Oct 20, 2023	BUY	$75.44 - $86.89 $1.27 Million - $1.47 Million	16,895 Added 434.88%	20,780 $1.57 Million
Q2 2023 Jul 18, 2023	SELL	$78.4 - $83.98 $712,812 - $763,546	-9,092 Reduced 70.06%	3,885 $324,000
Q1 2023 Apr 04, 2023	BUY	$77.59 - $93.7 $636,625 - $768,808	8,205 Added 171.94%	12,977 $1.08 Million
Q4 2022 Jan 05, 2023	SELL	$76.14 - $88.09 $110,479 - $127,818	-1,451 Reduced 23.32%	4,772 $0
Q3 2022 Oct 13, 2022	BUY	$79.28 - $102.13 $475 - $612	6 Added 0.1%	6,223 $567,000
Q1 2022 May 03, 2022	SELL	$99.96 - $115.1 $23,990 - $27,624	-240 Reduced 3.72%	6,217 $674,000
Q4 2021 Jan 07, 2022	BUY	$102.53 - $116.01 $717 - $812	7 Added 0.11%	6,457 $743,000
Q2 2021 Aug 04, 2021	SELL	$93.53 - $105.5 $29,836 - $33,654	-319 Reduced 4.71%	6,450 $657,000
Q1 2021 May 05, 2021	BUY	$81.97 - $92.98 $18,935 - $21,478	231 Added 3.53%	6,769 $622,000
Q4 2020 Feb 03, 2021	BUY	$76.08 - $86.67 $497,411 - $566,648	6,538 New	6,538 $555,000

Others Institutions Holding VNQ

# of Institutions

1,824

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Future Financial Wealth Managment LLC Vanguard Specialized Funds Van Transaction History