Leicht Financial Planning & Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$64.53 - $86.79 $452,161 - $608,137	-7,007 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$56.91 - $99.57 $1.01 Million - $1.77 Million	-17,790 Reduced 71.74%	7,007 $485,000
Q4 2019 Jan 17, 2020	SELL	$90.14 - $95.25 $2.21 Million - $2.34 Million	-24,554 Reduced 49.75%	24,797 $2.3 Million
Q3 2019 Oct 17, 2019	BUY	$91.64 - $93.61 $1.19 Million - $1.22 Million	12,999 Added 35.76%	49,351 $4.6 Million
Q2 2019 Aug 02, 2019	BUY	N/A	14,661 Added 67.59%	36,352 $3.18 Million
Q1 2019 May 02, 2019	BUY	N/A	7,898 Added 57.26%	21,691 $1.89 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-288 Reduced 2.05%	13,793 $1.03 Million
Q3 2018 Oct 19, 2018	BUY	N/A	14,081 New	14,081 $1.13 Million

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.58 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.11 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$978 Million
0.08% of portfolio

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