Life Planning Partners, Inc Vanguard Specialized Funds Van Transaction History

Life Planning Partners, Inc

$108 Million
Q1 2025

A detailed history of Life Planning Partners, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Life Planning Partners, Inc holds 3,319 shares of VNQ stock, worth $293,698. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,319

Previous 3,274 1.37%

Holding current value

$293,698

Previous $291,000 2.06%

% of portfolio

0.27%

Previous 0.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$85.55 - $94.34 $3,849 - $4,245	45 Added 1.37%	3,319 $297,000
Q4 2024 Feb 12, 2025	SELL	$87.85 - $98.6 $25.3 Million - $28.4 Million	-288,342 Reduced 98.88%	3,274 $291,000
Q4 2024 Jan 29, 2025	BUY	$87.85 - $98.6 $25.3 Million - $28.4 Million	288,345 Added 8815.19%	291,616 $26 Million
Q3 2024 Oct 29, 2024	BUY	$82.97 - $98.97 $2,820 - $3,364	34 Added 1.05%	3,271 $318,000
Q2 2024 Jul 30, 2024	BUY	$78.61 - $85.97 $2,358 - $2,579	30 Added 0.94%	3,237 $271,000
Q1 2024 May 01, 2024	BUY	$82.58 - $89.12 $67,633 - $72,989	819 Added 34.3%	3,207 $277,000
Q4 2023 Jan 19, 2024	SELL	$71.05 - $89.54 $37,869 - $47,724	-533 Reduced 18.25%	2,388 $211,000
Q3 2022 Oct 13, 2022	BUY	$79.28 - $102.13 $27,589 - $35,541	348 Added 13.53%	2,921 $0
Q2 2022 Jul 20, 2022	BUY	$87.04 - $112.5 $1,827 - $2,362	21 Added 0.82%	2,573 $234,000
Q4 2021 Feb 11, 2022	BUY	$102.53 - $116.01 $261,656 - $296,057	2,552 New	2,552 $297,000

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Life Planning Partners, Inc Vanguard Specialized Funds Van Transaction History