Global Wealth Management Investment Advisory, Inc. Vanguard Specialized Funds Van Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$78.4 - $83.98 $2,195 - $2,351	28 New	28 $2,000
Q2 2022 Aug 15, 2022	SELL	$87.04 - $112.5 $4,874 - $6,300	-56 Reduced 39.72%	85 $8,000
Q1 2022 May 17, 2022	BUY	$99.96 - $115.1 $399 - $460	4 Added 2.92%	141 $15,000
Q3 2021 Nov 16, 2021	BUY	$101.78 - $110.92 $7,429 - $8,097	73 Added 114.06%	137 $14,000
Q3 2020 Nov 16, 2020	SELL	$76.31 - $83.64 $26,555 - $29,106	-348 Reduced 84.47%	64 $5,000
Q2 2020 Aug 12, 2020	BUY	$64.53 - $86.79 $3,807 - $5,120	59 Added 16.71%	412 $32,000
Q1 2020 May 14, 2020	BUY	$56.91 - $99.57 $284 - $497	5 Added 1.44%	353 $25,000
Q2 2019 Aug 20, 2019	SELL	N/A	-252 Reduced 42.0%	348 $30,000
Q1 2019 May 10, 2019	BUY	N/A	200 Added 50.0%	600 $52,000
Q4 2018 Feb 14, 2019	BUY	N/A	400 New	400 $30,000

Others Institutions Holding VNQ

# of Institutions

1,824

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.55 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.18 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.1 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.09 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$960 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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