Level Financial Advisors, Inc. Vanguard Specialized Funds Van Transaction History

Level Financial Advisors, Inc.

  • $327 Million
  • Q3 2025

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 6,144 shares of VNQ stock, worth $556,400. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,144
Previous 6,160 0.26%
Holding current value
$556,400
Previous $548,000 2.37%
% of portfolio
0.17%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$88.47 - $93.24 $1,415 - $1,491
-16 Reduced 0.26%
6,144 $561,000
Q2 2025

Jul 15, 2025
SELL
$79.79 - $91.42 $9,973 - $11,427
-125 Reduced 1.99%
6,160 $548,000
Q1 2025

Apr 10, 2025
BUY
$85.55 - $94.34 $537,681 - $592,926
6,285 New
6,285 $563,000
Q3 2022

Oct 18, 2022
SELL
$79.28 - $102.13 $158 - $204
-2 Reduced 8.7%
21 $2,000
Q2 2022

Aug 10, 2022
BUY
$87.04 - $112.5 $174 - $225
2 Added 9.52%
23 $2,000
Q4 2021

Jan 20, 2022
BUY
$102.53 - $116.01 $2,153 - $2,436
21 New
21 $2,000

Others Institutions Holding VNQ

# of Institutions
1,916
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
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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