Landmark Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Landmark Wealth Management, LLC

$230 Million
Q3 2024

A detailed history of Landmark Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 2,780 shares of VNQ stock, worth $263,599. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,780

Holding current value

$263,599

% of portfolio

0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$82.97 - $98.97 $230,656 - $275,136	2,780 New	2,780 $271,000
Q1 2024 Apr 24, 2024	SELL	$82.58 - $89.12 $6,028 - $6,505	-73 Reduced 2.38%	2,997 $259,000
Q4 2023 Jan 22, 2024	BUY	$71.05 - $89.54 $7,318 - $9,222	103 Added 3.47%	3,070 $271,000
Q3 2023 Oct 13, 2023	BUY	$75.44 - $86.89 $223,830 - $257,802	2,967 New	2,967 $224,000
Q1 2023 Apr 17, 2023	BUY	$77.59 - $93.7 $83,564 - $100,914	1,077 Added 38.85%	3,849 $320,000
Q4 2022 Jan 20, 2023	BUY	$76.14 - $88.09 $9,136 - $10,570	120 Added 4.52%	2,772 $229,000
Q3 2022 Oct 24, 2022	BUY	$79.28 - $102.13 $210,250 - $270,848	2,652 New	2,652 $213,000
Q2 2022 Jul 21, 2022	SELL	$87.04 - $112.5 $245,713 - $317,587	-2,823 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$99.96 - $115.1 $282,187 - $324,927	2,823 New	2,823 $0

Others Institutions Holding VNQ

# of Institutions

1,824

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

Landmark Wealth Management, LLC Vanguard Specialized Funds Van Transaction History