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 3,346 shares of VNQ stock, worth $320,814. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,346
Previous 3,310 1.09%
Holding current value
$320,814
Previous $277 Million 17.56%
% of portfolio
0.17%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.