Hb Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Hb Wealth Management, LLC holds 21,258 shares of VNQ stock, worth $1.91 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,258
Previous 15,070 41.06%
Holding current value
$1.91 Million
Previous $1.26 Million 64.03%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 15, 2024
BUY
$82.97 - $98.97 $513,418 - $612,426
6,188 Added 41.06%
21,258 $2.07 Million
Q2 2024

Jul 26, 2024
SELL
$78.61 - $85.97 $208,945 - $228,508
-2,658 Reduced 14.99%
15,070 $1.26 Million
Q1 2024

Apr 30, 2024
SELL
$82.58 - $89.12 $16,185 - $17,467
-196 Reduced 1.09%
17,728 $1.53 Million
Q4 2023

Jan 16, 2024
SELL
$71.05 - $89.54 $165,120 - $208,090
-2,324 Reduced 11.48%
17,924 $1.58 Million
Q3 2023

Oct 13, 2023
SELL
$75.44 - $86.89 $166,420 - $191,679
-2,206 Reduced 9.82%
20,248 $1.53 Million
Q2 2023

Jul 13, 2023
SELL
$78.4 - $83.98 $313,208 - $335,500
-3,995 Reduced 15.1%
22,454 $1.88 Million
Q1 2023

Apr 13, 2023
SELL
$77.59 - $93.7 $320,524 - $387,074
-4,131 Reduced 13.51%
26,449 $2.2 Million
Q4 2022

Jan 20, 2023
BUY
$76.14 - $88.09 $319,864 - $370,066
4,201 Added 15.93%
30,580 $0
Q3 2022

Oct 19, 2022
BUY
$79.28 - $102.13 $254,885 - $328,347
3,215 Added 13.88%
26,379 $2.12 Million
Q2 2022

Jul 15, 2022
BUY
$87.04 - $112.5 $13,404 - $17,325
154 Added 0.67%
23,164 $2.11 Million
Q1 2022

May 16, 2022
BUY
$99.96 - $115.1 $1.09 Million - $1.26 Million
10,936 Added 90.57%
23,010 $2.49 Million
Q4 2021

Feb 15, 2022
BUY
$102.53 - $116.01 $1.24 Million - $1.4 Million
12,074 New
12,074 $1.4 Million

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
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
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