Hamilton Wealth, LLC Vanguard Specialized Funds Van Transaction History

Hamilton Wealth, LLC

$318 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	N/A	-21,243 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	N/A	-6,600 Reduced 23.7%	21,243 $2.46 Million
Q3 2021 Nov 12, 2021	BUY	N/A	27,843 New	27,843 $2.83 Million

Others Institutions Holding VNQ

# of Institutions

1,750

Shares Held

246M

Call Options Held

2.87M

Put Options Held

2.64M

Creative Planning Overland Park, KS

17.8M
Shares

$1.49 Billion
1.71% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.03 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$943 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

10.7M
Shares

$894 Million
3.47% of portfolio
Jpmorgan Chase & CO New York, NY

10.4M
Shares

$871 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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