High Mark Wealth Management LLC Vanguard Specialized Funds Van Transaction History

High Mark Wealth Management LLC

  • $182 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024
BUY
$71.05 - $89.54 $852 - $1,074
12 Added 32.43%
49 $4,000
Q3 2023

Oct 18, 2023
BUY
$75.44 - $86.89 $75 - $86
1 Added 2.78%
37 $2,000
Q2 2023

Jul 26, 2023
SELL
$78.4 - $83.98 $7,134 - $7,642
-91 Reduced 71.65%
36 $3,000
Q1 2023

Apr 20, 2023
BUY
$77.59 - $93.7 $77 - $93
1 Added 0.79%
127 $10,000
Q4 2022

Feb 01, 2023
BUY
$76.14 - $88.09 $1,675 - $1,937
22 Added 21.15%
126 $10,000
Q3 2022

Oct 21, 2022
BUY
$79.28 - $102.13 $1,982 - $2,553
25 Added 31.65%
104 $8,000
Q2 2022

Jul 19, 2022
BUY
$87.04 - $112.5 $435 - $562
5 Added 6.76%
79 $7,000
Q1 2022

Apr 25, 2022
BUY
$99.96 - $115.1 $99 - $115
1 Added 1.37%
74 $8,000
Q4 2021

Jan 20, 2022
BUY
$102.53 - $116.01 $1,230 - $1,392
12 Added 19.67%
73 $9,000
Q3 2021

Nov 01, 2021
BUY
$101.78 - $110.92 $1,628 - $1,774
16 Added 35.56%
61 $6,000
Q2 2021

Aug 02, 2021
BUY
$93.53 - $105.5 $4,208 - $4,747
45 New
45 $5,000
Q1 2020

Apr 30, 2020
SELL
$56.91 - $99.57 $5,691 - $9,957
-100 Closed
0 $0
Q4 2019

Mar 19, 2020
BUY
$90.14 - $95.25 $9,014 - $9,525
100 New
100 $9,000

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
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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