Lmg Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Lmg Wealth Partners, LLC

  • $459 Billion
  • Q4 2024

A detailed history of Lmg Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 64,702 shares of VNQ stock, worth $5.99 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
64,702
Previous 63,940 1.19%
Holding current value
$5.99 Million
Previous $6.23 Billion 7.47%
% of portfolio
1.26%
Previous 1.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$87.85 - $98.6 $66,941 - $75,133
762 Added 1.19%
64,702 $5.76 Billion
Q3 2024

Oct 23, 2024
SELL
$82.97 - $98.97 $11,200 - $13,360
-135 Reduced 0.21%
63,940 $6.23 Billion
Q2 2024

Aug 01, 2024
BUY
$78.61 - $85.97 $107,224 - $117,263
1,364 Added 2.18%
64,075 $5.37 Billion
Q1 2024

May 03, 2024
SELL
$82.58 - $89.12 $151,864 - $163,891
-1,839 Reduced 2.85%
62,711 $5.42 Billion
Q4 2023

Jan 23, 2024
BUY
$71.05 - $89.54 $54,566 - $68,766
768 Added 1.2%
64,550 $5.7 Billion
Q3 2023

Oct 16, 2023
BUY
$75.44 - $86.89 $118,818 - $136,851
1,575 Added 2.53%
63,782 $4.83 Billion
Q2 2023

Jul 27, 2023
SELL
$78.4 - $83.98 $60,995 - $65,336
-778 Reduced 1.24%
62,207 $5.2 Billion
Q1 2023

May 02, 2023
BUY
$77.59 - $93.7 $237,270 - $286,534
3,058 Added 5.1%
62,985 $5.23 Billion
Q4 2022

Feb 14, 2023
BUY
$76.14 - $88.09 $4.56 Million - $5.28 Million
59,927 New
59,927 $5.3 Billion

Others Institutions Holding VNQ

# of Institutions
1,909
Shares Held
228M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Lmg Wealth Partners, LLC Portfolio

Follow Lmg Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lmg Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmg Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email