Keystone Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History

Keystone Financial Planning, Inc.

  • $329 Million
  • Q3 2024

A detailed history of Keystone Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 4,942 shares of VNQ stock, worth $441,468. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,942
Previous 4,942 -0.0%
Holding current value
$441,468
Previous $413,000 16.46%
% of portfolio
0.15%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 28, 2022
SELL
$99.96 - $115.1 $89,464 - $103,014
-895 Reduced 15.33%
4,942 $536,000
Q3 2017

Nov 08, 2017
BUY
N/A
5,837
5,837 $485,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Keystone Financial Planning, Inc. Portfolio

Follow Keystone Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email