Litman Gregory Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Litman Gregory Wealth Management LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 12,475 shares of VNQ stock, worth $1.04 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,475
Previous 9,492 31.43%
Holding current value
$1.04 Million
Previous $838,000 28.64%
% of portfolio
0.1%
Previous 0.08%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$82.58 - $89.12 $246,336 - $265,844
2,983 Added 31.43%
12,475 $1.08 Million
Q4 2023

Jan 31, 2024
BUY
$71.05 - $89.54 $14,565 - $18,355
205 Added 2.21%
9,492 $838,000
Q3 2023

Oct 23, 2023
BUY
$75.44 - $86.89 $7,694 - $8,862
102 Added 1.11%
9,287 $702,000
Q2 2023

Aug 09, 2023
BUY
$78.4 - $83.98 $720,104 - $771,356
9,185 New
9,185 $767,000
Q4 2022

Jan 17, 2023
BUY
$81.07 - $88.09 $27,644 - $30,038
341 Added 4.45%
8,011 $0
Q3 2022

Oct 13, 2022
SELL
N/A
-16,986 Reduced 68.89%
7,670 $615,000
Q2 2022

Jul 21, 2022
SELL
N/A
-4,616 Reduced 15.77%
24,656 $2.25 Million
Q1 2022

May 04, 2022
BUY
N/A
490 Added 1.7%
29,272 $3.17 Million
Q4 2021

Feb 10, 2022
BUY
N/A
1,191 Added 4.32%
28,782 $3.34 Million
Q3 2021

Nov 03, 2021
BUY
N/A
25,005 Added 966.94%
27,591 $2.81 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-29,920 Reduced 92.04%
2,586 $2.59 Million
Q1 2021

May 10, 2021
BUY
N/A
105 Added 0.32%
32,506 $2.99 Million
Q4 2020

Feb 05, 2021
BUY
N/A
2,848 Added 9.64%
32,401 $2.75 Million
Q3 2020

Nov 03, 2020
BUY
N/A
1,295 Added 4.58%
29,553 $2.33 Million
Q2 2020

Jul 31, 2020
BUY
N/A
972 Added 3.56%
28,258 $2.22 Million
Q1 2020

Apr 28, 2020
BUY
N/A
2,033 Added 8.05%
27,286 $1.91 Million
Q4 2019

Jan 30, 2020
BUY
N/A
1,003 Added 4.14%
25,253 $2.34 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-347 Reduced 1.41%
24,250 $2.26 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-1,191 Reduced 4.62%
24,597 $2.15 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-1,729 Reduced 6.28%
25,788 $2.24 Million
Q4 2018

Feb 01, 2019
BUY
N/A
333 Added 1.22%
27,517 $2.05 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-3,406 Reduced 11.13%
27,184 $2.19 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-2,249 Reduced 6.85%
30,590 $2.49 Million
Q1 2018

May 07, 2018
BUY
N/A
7,646 Added 30.35%
32,839 $2.48 Million
Q4 2017

Jan 30, 2018
SELL
N/A
-5,212 Reduced 17.14%
25,193 $2.09 Million
Q3 2017

Nov 09, 2017
BUY
N/A
30,405
30,405 $2.53 Million

Others Institutions Holding VNQ

# of Institutions
1,756
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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