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 3,640 shares of VNQ stock, worth $351,988. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,640
Previous 21,952 83.42%
Holding current value
$351,988
Previous $1.9 Million 83.98%
% of portfolio
0.27%
Previous 1.47%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SPECIALIZED FUNDS VAN


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

Track Future Financial Wealth Managment LLC Portfolio

Follow Future Financial Wealth Managment 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 Future Financial Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.