High Mark Wealth Management LLC Vanguard Specialized Funds Van Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, High Mark Wealth Management LLC holds 36 shares of VNQ stock, worth $3,260. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36
Holding current value
$3,260
% of portfolio
0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$88.47 - $93.24 $3,184 - $3,356
36 New
36 $3,000
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
1,914
Shares Held
252M
Call Options Held
926K
Put Options Held
1.38M
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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