Liberty Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Liberty Wealth Management LLC holds 7,770 shares of VNQ stock, worth $696,269. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,770
Previous 7,655 1.5%
Holding current value
$696,269
Previous $641,000 17.94%
% of portfolio
0.13%
Previous 0.12%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$82.97 - $98.97 $9,541 - $11,381
115 Added 1.5%
7,770 $756,000
Q2 2024

Aug 06, 2024
BUY
$78.61 - $85.97 $16,193 - $17,709
206 Added 2.77%
7,655 $641,000
Q1 2024

May 02, 2024
SELL
$82.58 - $89.12 $3.41 Million - $3.68 Million
-41,274 Reduced 84.71%
7,449 $644,000
Q4 2023

Feb 08, 2024
BUY
$71.05 - $89.54 $2.89 Million - $3.64 Million
40,619 Added 501.22%
48,723 $4.31 Million
Q3 2023

Nov 13, 2023
BUY
$75.44 - $86.89 $11,693 - $13,467
155 Added 1.95%
8,104 $613,000
Q2 2023

Aug 10, 2023
BUY
$78.4 - $83.98 $30,576 - $32,752
390 Added 5.16%
7,949 $664,000
Q1 2023

May 03, 2023
SELL
$77.59 - $93.7 $288,091 - $347,908
-3,713 Reduced 32.94%
7,559 $627,000
Q3 2022

Nov 15, 2022
BUY
$79.28 - $102.13 $25,686 - $33,090
324 Added 2.96%
11,272 $903,000
Q2 2022

Aug 15, 2022
BUY
$87.04 - $112.5 $51,527 - $66,600
592 Added 5.72%
10,948 $997,000
Q1 2022

May 09, 2022
BUY
$99.96 - $115.1 $89,464 - $103,014
895 Added 9.46%
10,356 $1.12 Million
Q4 2021

Feb 15, 2022
BUY
$102.53 - $116.01 $148,771 - $168,330
1,451 Added 18.11%
9,461 $1.1 Million
Q3 2021

Nov 15, 2021
BUY
$101.78 - $110.92 $103,408 - $112,694
1,016 Added 14.53%
8,010 $818,000
Q2 2021

Aug 13, 2021
SELL
$93.53 - $105.5 $65.7 Million - $74.1 Million
-702,360 Reduced 99.01%
6,994 $709,000
Q2 2021

Aug 13, 2021
BUY
$93.53 - $105.5 $66.2 Million - $74.7 Million
707,938 Added 49995.62%
709,354 $6.99 Million
Q4 2020

Feb 09, 2021
SELL
$76.08 - $86.67 $6,238 - $7,106
-82 Reduced 5.47%
1,416 $123,000
Q3 2020

Nov 05, 2020
BUY
$76.31 - $83.64 $29,379 - $32,201
385 Added 34.59%
1,498 $118,000
Q2 2020

Aug 04, 2020
SELL
$64.53 - $86.79 $9,098 - $12,237
-141 Reduced 11.24%
1,113 $87,000
Q1 2020

Apr 27, 2020
SELL
$56.91 - $99.57 $17,357 - $30,368
-305 Reduced 19.56%
1,254 $88,000
Q4 2019

Feb 05, 2020
BUY
$90.14 - $95.25 $27,402 - $28,956
304 Added 24.22%
1,559 $145,000
Q3 2019

Oct 30, 2019
SELL
$91.64 - $93.61 $60,207 - $61,501
-657 Reduced 34.36%
1,255 $117,000
Q2 2019

Jul 30, 2019
BUY
N/A
672 Added 54.19%
1,912 $167,000
Q1 2019

Apr 18, 2019
SELL
N/A
-134,644 Reduced 99.09%
1,240 $107,000
Q4 2018

Mar 26, 2019
BUY
N/A
135,884 New
135,884 $10.1 Million

Others Institutions Holding VNQ

# of Institutions
1,822
Shares Held
238M
Call Options Held
1.22M
Put Options Held
1.53M
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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