Jdm Financial Group LLC Vanguard Specialized Funds Van Transaction History

Jdm Financial Group LLC

  • $192 Billion
  • Q4 2024

A detailed history of Jdm Financial Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Jdm Financial Group LLC holds 65,236 shares of VNQ stock, worth $6.04 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
65,236
Previous 59,890 8.93%
Holding current value
$6.04 Million
Previous $5.83 Billion 0.4%
% of portfolio
3.02%
Previous 3.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$87.85 - $98.6 $469,646 - $527,115
5,346 Added 8.93%
65,236 $5.81 Billion
Q3 2024

Nov 15, 2024
BUY
$82.97 - $98.97 $833,184 - $993,856
10,042 Added 20.15%
59,890 $5.83 Billion
Q2 2024

Aug 13, 2024
BUY
$78.61 - $85.97 $402,168 - $439,822
5,116 Added 11.44%
49,848 $4.18 Billion
Q1 2024

May 08, 2024
BUY
$82.58 - $89.12 $231,141 - $249,446
2,799 Added 6.67%
44,732 $3.87 Billion
Q4 2023

Feb 02, 2024
BUY
$71.05 - $89.54 $94,425 - $118,998
1,329 Added 3.27%
41,933 $3.71 Billion
Q3 2023

Nov 15, 2023
SELL
$75.44 - $86.89 $1,659 - $1,911
-22 Reduced 0.05%
40,604 $3.07 Billion
Q2 2023

Aug 04, 2023
BUY
$78.4 - $83.98 $84,828 - $90,866
1,082 Added 2.74%
40,626 $3.39 Billion
Q1 2023

May 08, 2023
BUY
$77.59 - $93.7 $8,302 - $10,025
107 Added 0.27%
39,544 $3.28 Billion
Q4 2022

Jan 10, 2023
BUY
$76.14 - $88.09 $3 Million - $3.47 Million
39,437 New
39,437 $3.25 Million

Others Institutions Holding VNQ

# of Institutions
1,909
Shares Held
228M
Call Options Held
1.45M
Put Options Held
1.56M
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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