Legacy Capital Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 4,721 shares of VNQ stock, worth $420,452. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,721
Previous 4,555 3.64%
Holding current value
$420,452
Previous $405,000 5.43%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$85.55 - $94.34 $14,201 - $15,660
166 Added 3.64%
4,721 $427,000
Q4 2024

Jan 30, 2025
BUY
$87.85 - $98.6 $110,866 - $124,433
1,262 Added 38.32%
4,555 $405,000
Q3 2024

Nov 04, 2024
SELL
$82.97 - $98.97 $67,786 - $80,858
-817 Reduced 19.88%
3,293 $320,000
Q2 2024

Aug 01, 2024
BUY
$78.61 - $85.97 $323,087 - $353,336
4,110 New
4,110 $344,000
Q4 2023

Feb 05, 2024
BUY
$71.05 - $89.54 $22,736 - $28,652
320 Added 11.07%
3,212 $283,000
Q3 2023

Oct 16, 2023
BUY
$75.44 - $86.89 $218,172 - $251,285
2,892 New
2,892 $218,000

Others Institutions Holding VNQ

# of Institutions
1,917
Shares Held
248M
Call Options Held
1.13M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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