Jupiter Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Jupiter Wealth Management LLC

  • $208 Million
  • Q3 2025

A detailed history of Jupiter Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 2,874 shares of VNQ stock, worth $257,481. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,874
Previous 2,874 -0.0%
Holding current value
$257,481
Previous $255,000 2.75%
% of portfolio
0.13%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$78.61 - $85.97 $100,699 - $110,127
-1,281 Reduced 30.83%
2,874 $240,000
Q1 2024

May 09, 2024
SELL
$82.58 - $89.12 $4,954 - $5,347
-60 Reduced 1.42%
4,155 $359,000
Q3 2023

Nov 13, 2023
BUY
$75.44 - $86.89 $317,979 - $366,241
4,215 New
4,215 $318,000

Others Institutions Holding VNQ

# of Institutions
1,933
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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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