Lmg Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Lmg Wealth Partners, LLC

$437 Billion
Q3 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 63,940 shares of VNQ stock, worth $6 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

63,940

Previous 64,075 0.21%

Holding current value

$6 Million

Previous $5.37 Billion 16.06%

% of portfolio

1.43%

Previous 1.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,826

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

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.

Account

Lmg Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History