Janiczek Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,206 shares of VNQ stock, worth $118,911. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,206

Previous 1,206 -0.0%

Holding current value

$118,911

Previous $104,000 2.88%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$82.58 - $89.12 $82,580 - $89,120	1,000 Added 485.44%	1,206 $104,000
Q4 2023 Jan 26, 2024	BUY	$71.05 - $89.54 $10,870 - $13,699	153 Added 288.68%	206 $18,000
Q4 2022 Jan 20, 2023	SELL	$76.14 - $88.09 $913 - $1,057	-12 Reduced 18.46%	53 $0
Q3 2022 Oct 17, 2022	SELL	$79.28 - $102.13 $8,800 - $11,336	-111 Reduced 63.07%	65 $5,000
Q2 2022 Aug 03, 2022	BUY	$87.04 - $112.5 $348 - $450	4 Added 2.33%	176 $17,000
Q4 2021 Feb 02, 2022	BUY	$102.53 - $116.01 $2,358 - $2,668	23 Added 15.44%	172 $20,000
Q3 2021 Oct 19, 2021	BUY	$101.78 - $110.92 $9,770 - $10,648	96 Added 181.13%	149 $15,000
Q1 2020 Apr 20, 2020	SELL	$56.91 - $99.57 $170 - $298	-3 Reduced 5.36%	53 $4,000
Q3 2019 Oct 30, 2019	SELL	$91.64 - $93.61 $19,152 - $19,564	-209 Reduced 78.87%	56 $5,000
Q2 2019 Jul 22, 2019	SELL	N/A	-420 Reduced 61.31%	265 $23,000
Q1 2019 May 02, 2019	SELL	N/A	-123,066 Reduced 99.45%	685 $60,000
Q4 2018 Jan 28, 2019	SELL	N/A	-2,593 Reduced 2.05%	123,751 $9.23 Million
Q3 2018 Oct 22, 2018	SELL	N/A	-2,733 Reduced 2.12%	126,344 $10.2 Million
Q2 2018 Jul 25, 2018	BUY	N/A	3,209 Added 2.55%	129,077 $10.5 Million
Q1 2018 May 01, 2018	BUY	N/A	20,874 Added 19.88%	125,868 $9.5 Million
Q4 2017 Jan 30, 2018	BUY	N/A	2,596 Added 2.54%	104,994 $8.71 Million
Q3 2017 Oct 18, 2017	BUY	N/A	102,398	102,398 $8.51 Million

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

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About VANGUARD SPECIALIZED FUNDS VAN

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