Jdm Financial Group LLC Vanguard Specialized Funds Van Transaction History

Jdm Financial Group LLC

$184 Billion
Q3 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 59,890 shares of VNQ stock, worth $5.35 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

59,890

Previous 49,848 20.15%

Holding current value

$5.35 Million

Previous $4.18 Billion 39.74%

% of portfolio

3.17%

Previous 2.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,825

Shares Held

241M

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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Jdm Financial Group LLC Vanguard Specialized Funds Van Transaction History