Landmark Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Landmark Wealth Management, LLC

  • $216 Million
  • Q1 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 2,997 shares of VNQ stock, worth $252,886. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,997
Previous 3,070 2.38%
Holding current value
$252,886
Previous $271,000 4.43%
% of portfolio
0.12%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.07 - $88.09 $9,728 - $10,570
120 Added 4.52%
2,772 $229,000
Q3 2022

Oct 24, 2022
BUY
N/A
2,652 New
2,652 $213,000
Q2 2022

Jul 21, 2022
SELL
N/A
-2,823 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
N/A
2,823 New
2,823 $0

Others Institutions Holding VNQ

# of Institutions
1,756
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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 Landmark Wealth Management, LLC Portfolio

Follow Landmark Wealth Management, LLC 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 Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email