Gitterman Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Gitterman Wealth Management, LLC

$238 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$76.14 - $88.09 $87,180 - $100,863	-1,145 Reduced 29.22%	2,774 $228,000
Q3 2022 Oct 27, 2022	SELL	$79.28 - $102.13 $328,853 - $423,635	-4,148 Reduced 51.42%	3,919 $314,000
Q2 2022 Aug 03, 2022	SELL	$87.04 - $112.5 $166,507 - $215,212	-1,913 Reduced 19.17%	8,067 $733,000
Q1 2022 May 12, 2022	SELL	$99.96 - $115.1 $234,905 - $270,485	-2,350 Reduced 19.06%	9,980 $1.08 Million
Q4 2021 Feb 01, 2022	SELL	$102.53 - $116.01 $430,113 - $486,661	-4,195 Reduced 25.39%	12,330 $1.43 Million
Q3 2021 Nov 09, 2021	SELL	$101.78 - $110.92 $322,439 - $351,394	-3,168 Reduced 16.09%	16,525 $1.68 Million
Q2 2021 Jul 30, 2021	SELL	$93.53 - $105.5 $3.7 Million - $4.18 Million	-39,609 Reduced 66.79%	19,693 $2.01 Million
Q1 2021 May 14, 2021	BUY	$81.97 - $92.98 $4.86 Million - $5.51 Million	59,302 New	59,302 $5.45 Million

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

$1.58 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

$1.11 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$978 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gitterman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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