Gerber Kawasaki Wealth & Investment Management Vanguard Specialized Funds Van Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$87.04 - $112.5 $366,003 - $473,062	-4,205 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$99.96 - $115.1 $141,543 - $162,981	1,416 Added 50.77%	4,205 $957,000
Q4 2021 Feb 11, 2022	BUY	$102.53 - $116.01 $256,530 - $290,257	2,502 Added 871.78%	2,789 $673,000
Q3 2021 Nov 15, 2021	BUY	$101.78 - $110.92 $29,210 - $31,834	287 New	287 $29,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$980 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
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