A detailed history of Lantern Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 6,879 shares of VNQ stock, worth $572,883. This represents 0.42% of its overall portfolio holdings.

Number of Shares
6,879
Previous 6,943 0.92%
Holding current value
$572,883
Previous $613 Million 3.03%
% of portfolio
0.42%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$82.58 - $89.12 $5,285 - $5,703
-64 Reduced 0.92%
6,879 $595 Million
Q4 2023

Feb 14, 2024

BUY
$71.05 - $89.54 $493,300 - $621,676
6,943 New
6,943 $613 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, 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 Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.