Keeler & Nadler Financial Planning & Wealth Management Vanguard Specialized Funds Van Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 3,131 shares of VNQ stock, worth $280,694. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,131

Previous 7,053 55.61%

Holding current value

$280,694

Previous $591 Million 48.36%

% of portfolio

0.15%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$82.97 - $98.97 $325,408 - $388,160	-3,922 Reduced 55.61%	3,131 $305 Million
Q2 2024 Oct 03, 2024	SELL	$78.61 - $85.97 $432,905 - $473,436	-5,507 Reduced 43.85%	7,053 $591 Million
Q1 2024 Oct 03, 2024	SELL	$82.58 - $89.12 $471,284 - $508,607	-5,707 Reduced 31.24%	12,560 $1.09 Billion
Q4 2023 Oct 03, 2024	BUY	$71.05 - $89.54 $49,663 - $62,588	699 Added 3.98%	18,267 $1.61 Billion
Q4 2022 Oct 03, 2024	BUY	$76.14 - $88.09 $261,921 - $303,029	3,440 Added 24.35%	17,568 $1.45 Billion
Q4 2021 Oct 03, 2024	BUY	$102.53 - $116.01 $1.45 Million - $1.64 Million	14,128 New	14,128 $1.64 Billion

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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Keeler & Nadler Financial Planning & Wealth Management Vanguard Specialized Funds Van Transaction History