Geo Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Geo Wealth Management, LLC holds 339 shares of VNQ stock, worth $32,143. This represents 0.0% of its overall portfolio holdings.

Number of Shares
339
Previous 370 8.38%
Holding current value
$32,143
Previous $30,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
$82.97 - $98.97 $2,572 - $3,068
-31 Reduced 8.38%
339 $33,000
Q2 2024

Aug 12, 2024
SELL
$78.61 - $85.97 $66,975 - $73,246
-852 Reduced 69.72%
370 $30,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.12 $100,747 - $108,726
-1,220 Reduced 99.84%
2 $0
Q1 2024

May 15, 2024
BUY
$82.58 - $89.12 $5,037 - $5,436
61 Added 5.25%
1,222 $105,000
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $82,489 - $103,955
1,161 New
1,161 $102,000
Q1 2023

May 12, 2023
SELL
$77.59 - $93.7 $33,363 - $40,291
-430 Reduced 49.03%
447 $37,000
Q4 2022

Feb 13, 2023
SELL
$76.14 - $88.09 $68,069 - $78,752
-894 Reduced 50.48%
877 $73,000
Q3 2022

Nov 14, 2022
SELL
$79.28 - $102.13 $2.15 Million - $2.77 Million
-27,098 Reduced 93.87%
1,771 $143,000
Q2 2022

Aug 12, 2022
SELL
$87.04 - $112.5 $645,140 - $833,850
-7,412 Reduced 20.43%
28,869 $2.63 Million
Q1 2022

May 13, 2022
BUY
$99.96 - $115.1 $446,321 - $513,921
4,465 Added 14.03%
36,281 $3.93 Million
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $2.58 Million - $2.92 Million
25,202 Added 381.04%
31,816 $3.69 Million
Q3 2021

Nov 12, 2021
SELL
$101.78 - $110.92 $871,542 - $949,807
-8,563 Reduced 56.42%
6,614 $672,000
Q2 2021

Aug 17, 2021
BUY
$93.53 - $105.5 $1.42 Million - $1.6 Million
15,177 New
15,177 $1.55 Million
Q4 2020

Feb 12, 2021
SELL
$76.08 - $86.67 $5.38 Million - $6.13 Million
-70,692 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$76.31 - $83.64 $5.39 Million - $5.91 Million
70,692 New
70,692 $5.57 Million
Q4 2019

Feb 13, 2020
SELL
$90.14 - $95.25 $10.9 Million - $11.6 Million
-121,318 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$91.64 - $93.61 $11.1 Million - $11.4 Million
121,318 New
121,318 $11.3 Million

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
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 Geo Wealth Management, LLC Portfolio

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

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email