Ivc Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 4,702 shares of VNQ stock, worth $421,816. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,702

Previous 3,380 39.11%

Holding current value

$421,816

Previous $301,000 39.87%

% of portfolio

0.23%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$85.55 - $94.34 $113,097 - $124,717	1,322 Added 39.11%	4,702 $421,000
Q4 2024 Jan 17, 2025	SELL	$87.85 - $98.6 $3,689 - $4,141	-42 Reduced 1.23%	3,380 $301,000
Q3 2024 Oct 24, 2024	BUY	$82.97 - $98.97 $15,349 - $18,309	185 Added 5.72%	3,422 $333,000
Q2 2024 Jul 16, 2024	BUY	$78.61 - $85.97 $29,478 - $32,238	375 Added 13.1%	3,237 $271,000
Q1 2024 Apr 19, 2024	SELL	$82.58 - $89.12 $2,394 - $2,584	-29 Reduced 1.0%	2,862 $247,000
Q4 2023 Jan 10, 2024	BUY	$71.05 - $89.54 $205,405 - $258,860	2,891 New	2,891 $255,000
Q2 2023 Jul 13, 2023	BUY	$78.4 - $83.98 $190,120 - $203,651	2,425 New	2,425 $202,000
Q3 2022 Oct 12, 2022	BUY	$79.28 - $102.13 $206,445 - $265,946	2,604 New	2,604 $209,000

Others Institutions Holding VNQ

# of Institutions

1,918

Shares Held

235M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Ivc Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History