Ivc Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 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 5,131 shares of VNQ stock, worth $464,663. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,131
Previous 5,179 0.93%
Holding current value
$464,663
Previous $461,000 1.74%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Oct 09, 2025
SELL
$88.47 - $93.24 $4,246 - $4,475
-48 Reduced 0.93%
5,131 $469,000
Q2 2025

Jul 22, 2025
BUY
$79.79 - $91.42 $38,059 - $43,607
477 Added 10.14%
5,179 $461,000
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
1,913
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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