Lm Advisors LLC Vanguard Specialized Funds Van Transaction History

Lm Advisors LLC

$555 Million
Q1 2025

A detailed history of Lm Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lm Advisors LLC holds 42,814 shares of VNQ stock, worth $3.82 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

42,814

Previous 45,790 6.5%

Holding current value

$3.82 Million

Previous $4.08 Million 4.98%

% of portfolio

0.7%

Previous 0.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$85.55 - $94.34 $254,596 - $280,755	-2,976 Reduced 6.5%	42,814 $3.88 Million
Q4 2024 Feb 12, 2025	SELL	$87.85 - $98.6 $80,470 - $90,317	-916 Reduced 1.96%	45,790 $4.08 Million
Q3 2024 Nov 07, 2024	SELL	$82.97 - $98.97 $386,142 - $460,606	-4,654 Reduced 9.06%	46,706 $4.44 Million
Q2 2024 Aug 14, 2024	SELL	$78.61 - $85.97 $123,496 - $135,058	-1,571 Reduced 2.97%	51,360 $4.21 Million
Q1 2024 May 15, 2024	SELL	$82.58 - $89.12 $192,824 - $208,095	-2,335 Reduced 4.23%	52,931 $4.48 Million
Q4 2023 Feb 14, 2024	BUY	$71.05 - $89.54 $3.93 Million - $4.95 Million	55,266 New	55,266 $4.88 Billion

Others Institutions Holding VNQ

# of Institutions

1,935

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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