Investment Advisory Group, LLC Vanguard Specialized Funds Van Transaction History

Investment Advisory Group, LLC

  • $254 Million
  • Q2 2024

A detailed history of Investment Advisory Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Investment Advisory Group, LLC holds 16,297 shares of VNQ stock, worth $1.55 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
16,297
Previous 16,297 -0.0%
Holding current value
$1.55 Million
Previous $1.41 Million 3.12%
% of portfolio
0.54%
Previous 0.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$82.58 - $89.12 $4,294 - $4,634
52 Added 0.32%
16,297 $1.41 Million
Q4 2023

Jan 30, 2024
SELL
$71.05 - $89.54 $50,942 - $64,200
-717 Reduced 4.23%
16,245 $1.44 Million
Q3 2023

Oct 16, 2023
BUY
$75.44 - $86.89 $226 - $260
3 Added 0.02%
16,962 $1.28 Million
Q2 2023

Jul 17, 2023
BUY
$78.4 - $83.98 $313,600 - $335,920
4,000 Added 30.87%
16,959 $1.42 Million
Q1 2023

May 02, 2023
SELL
$77.59 - $93.7 $30,337 - $36,636
-391 Reduced 2.93%
12,959 $1.08 Million
Q4 2022

Jan 19, 2023
SELL
$81.07 - $88.09 $4,053 - $4,404
-50 Reduced 0.37%
13,350 $0
Q3 2022

Oct 24, 2022
BUY
N/A
56 Added 0.42%
13,400 $1.07 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-142 Reduced 1.05%
13,344 $1.22 Million
Q1 2022

Apr 29, 2022
BUY
N/A
1 Added 0.01%
13,486 $1.46 Million
Q4 2021

Feb 11, 2022
BUY
N/A
13,485 New
13,485 $1.41 Million

Others Institutions Holding VNQ

# of Institutions
1,729
Shares Held
238M
Call Options Held
1.33M
Put Options Held
1.1M
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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