Jupiter Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Jupiter Wealth Management LLC

  • $212 Million
  • Q2 2024

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 $273,144. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,874
Previous 4,155 30.83%
Holding current value
$273,144
Previous $359,000 33.15%
% of portfolio
0.11%
Previous 0.2%

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
1,729
Shares Held
238M
Call Options Held
1.33M
Put Options Held
1.1M
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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