Heritage Family Offices, LLP Vanguard Specialized Funds Van Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

A detailed history of Heritage Family Offices, LLP transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,998 shares of VNQ stock, worth $268,650. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,998
Previous 3,346 10.4%
Holding current value
$268,650
Previous $326 Million 18.06%
% of portfolio
0.13%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$87.85 - $98.6 $30,571 - $34,312
-348 Reduced 10.4%
2,998 $267 Million
Q3 2024

Oct 16, 2024
BUY
$82.97 - $98.97 $2,986 - $3,562
36 Added 1.09%
3,346 $326 Million
Q2 2024

Aug 01, 2024
BUY
$78.61 - $85.97 $260,199 - $284,560
3,310 New
3,310 $277 Million

Others Institutions Holding VNQ

# of Institutions
1,822
Shares Held
238M
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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