Iht Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,574 shares of VNQ stock, worth $403,106. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,574
Previous 8,641 47.07%
Holding current value
$403,106
Previous $782,000 47.95%
% of portfolio
0.01%
Previous 0.03%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$79.79 - $91.42 $324,505 - $371,805
-4,067 Reduced 47.07%
4,574 $407,000
Q1 2025

May 15, 2025
SELL
$85.55 - $94.34 $191,460 - $211,132
-2,238 Reduced 20.57%
8,641 $782,000
Q4 2024

Feb 14, 2025
SELL
$87.85 - $98.6 $338,925 - $380,398
-3,858 Reduced 26.18%
10,879 $969,000
Q3 2024

Nov 14, 2024
BUY
$82.97 - $98.97 $413,771 - $493,563
4,987 Added 51.15%
14,737 $1.44 Million
Q2 2024

Aug 14, 2024
SELL
$78.61 - $85.97 $212,718 - $232,634
-2,706 Reduced 21.72%
9,750 $816,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.12 $37,904 - $40,906
-459 Reduced 3.55%
12,456 $1.08 Million
Q4 2023

Feb 14, 2024
SELL
$71.05 - $89.54 $335,995 - $423,434
-4,729 Reduced 26.8%
12,915 $1.14 Million
Q3 2023

Nov 14, 2023
SELL
$75.44 - $86.89 $160,234 - $184,554
-2,124 Reduced 10.74%
17,644 $1.33 Million
Q2 2023

Aug 14, 2023
SELL
$78.4 - $83.98 $84,750 - $90,782
-1,081 Reduced 5.18%
19,768 $1.65 Million
Q1 2023

May 15, 2023
BUY
$77.59 - $93.7 $387 - $468
5 Added 0.02%
20,849 $1.73 Million
Q4 2022

Feb 14, 2023
SELL
$76.14 - $88.09 $153,878 - $178,029
-2,021 Reduced 8.84%
20,844 $1.72 Million
Q3 2022

Nov 22, 2022
SELL
$79.28 - $102.13 $91,172 - $117,449
-1,150 Reduced 4.79%
22,865 $1.83 Million
Q2 2022

Aug 15, 2022
BUY
$87.04 - $112.5 $10,705 - $13,837
123 Added 0.51%
24,015 $2.19 Million
Q1 2022

May 16, 2022
BUY
$99.96 - $115.1 $796,081 - $916,656
7,964 Added 50.0%
23,892 $2.59 Million
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $462,512 - $523,321
4,511 Added 39.51%
15,928 $1.85 Million
Q3 2021

Nov 15, 2021
SELL
$101.78 - $110.92 $228,496 - $249,015
-2,245 Reduced 16.43%
11,417 $1.16 Million
Q2 2021

Aug 16, 2021
BUY
$93.53 - $105.5 $14,964 - $16,880
160 Added 1.19%
13,662 $1.39 Million
Q1 2021

May 18, 2021
BUY
$81.97 - $92.98 $40,985 - $46,490
500 Added 3.85%
13,502 $1.24 Million
Q4 2020

Feb 17, 2021
SELL
$76.08 - $86.67 $1,902 - $2,166
-25 Reduced 0.19%
13,002 $1.1 Million
Q3 2020

Nov 19, 2020
BUY
$76.31 - $83.64 $7,402 - $8,113
97 Added 0.75%
13,027 $1.03 Million
Q2 2020

Aug 14, 2020
SELL
$64.53 - $86.79 $150,548 - $202,481
-2,333 Reduced 15.29%
12,930 $1.02 Million
Q1 2020

May 13, 2020
SELL
$56.91 - $99.57 $253,761 - $443,982
-4,459 Reduced 22.61%
15,263 $1.07 Million
Q4 2019

Feb 18, 2020
SELL
$90.14 - $95.25 $776,195 - $820,197
-8,611 Reduced 30.39%
19,722 $1.83 Million
Q3 2019

Nov 15, 2019
BUY
$91.64 - $93.61 $186,853 - $190,870
2,039 Added 7.75%
28,333 $2.64 Million
Q2 2019

Aug 12, 2019
BUY
N/A
7,971 Added 43.5%
26,294 $2.3 Million
Q1 2019

May 16, 2019
BUY
N/A
12,694 Added 225.51%
18,323 $1.59 Million
Q4 2018

Feb 15, 2019
BUY
N/A
8 Added 0.14%
5,629 $420,000
Q3 2018

Nov 14, 2018
SELL
N/A
-1,030 Reduced 15.49%
5,621 $453,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,582 Reduced 19.22%
6,651 $542,000
Q1 2018

May 15, 2018
BUY
N/A
6,769 Added 462.36%
8,233 $613,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,054 Added 257.07%
1,464 $119,000
Q3 2017

Nov 14, 2017
BUY
N/A
410
410 $34,000

Others Institutions Holding VNQ

# of Institutions
1,910
Shares Held
251M
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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