Iron Horse Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Iron Horse Wealth Management, LLC

$276 Million
Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 2,915 shares of VNQ stock, worth $261,504. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,915

Previous 3,234 9.86%

Holding current value

$261,504

Previous $315,000 17.78%

% of portfolio

0.09%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$87.85 - $98.6 $28,024 - $31,453	-319 Reduced 9.86%	2,915 $259,000
Q3 2024 Oct 22, 2024	SELL	$82.97 - $98.97 $9,541 - $11,381	-115 Reduced 3.43%	3,234 $315,000
Q2 2024 Jul 22, 2024	SELL	$78.61 - $85.97 $7,153 - $7,823	-91 Reduced 2.65%	3,349 $280,000
Q1 2024 Apr 17, 2024	SELL	$82.58 - $89.12 $98,435 - $106,231	-1,192 Reduced 25.73%	3,440 $297,000
Q4 2023 Jan 22, 2024	BUY	$71.05 - $89.54 $213 - $268	3 Added 0.06%	4,632 $409,000
Q3 2023 Oct 18, 2023	SELL	$75.44 - $86.89 $70,762 - $81,502	-938 Reduced 16.85%	4,629 $350,000
Q2 2023 Aug 01, 2023	SELL	$78.4 - $83.98 $3 Million - $3.22 Million	-38,288 Reduced 87.31%	5,567 $465,000
Q1 2023 May 01, 2023	BUY	$77.59 - $93.7 $272,263 - $328,793	3,509 Added 8.7%	43,855 $3.64 Million
Q4 2022 Jan 19, 2023	BUY	$76.14 - $88.09 $1.89 Million - $2.19 Million	24,888 Added 161.0%	40,346 $3.33 Million
Q3 2022 Oct 12, 2022	SELL	$79.28 - $102.13 $1.67 Million - $2.15 Million	-21,035 Reduced 57.64%	15,458 $1.24 Million
Q2 2022 Aug 04, 2022	BUY	$87.04 - $112.5 $228,915 - $295,875	2,630 Added 7.77%	36,493 $3.33 Million
Q1 2022 Apr 11, 2022	BUY	$99.96 - $115.1 $154,138 - $177,484	1,542 Added 4.77%	33,863 $3.67 Million
Q4 2021 Jan 19, 2022	BUY	$102.53 - $116.01 $87,253 - $98,724	851 Added 2.7%	32,321 $3.75 Million
Q3 2021 Oct 06, 2021	BUY	$101.78 - $110.92 $215,570 - $234,928	2,118 Added 7.22%	31,470 $3.2 Million
Q2 2021 Jul 23, 2021	BUY	$93.53 - $105.5 $179,858 - $202,876	1,923 Added 7.01%	29,352 $2.99 Million
Q1 2021 Apr 13, 2021	BUY	$81.97 - $92.98 $84,183 - $95,490	1,027 Added 3.89%	27,429 $2.52 Million
Q4 2020 Jan 14, 2021	BUY	$76.08 - $86.67 $2.01 Million - $2.29 Million	26,402 New	26,402 $2.24 Million

Others Institutions Holding VNQ

# of Institutions

1,920

Shares Held

235M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Iron Horse Wealth Management, LLC Vanguard Specialized Funds Van Transaction History