Lowe Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 3,233 shares of VNQ stock, worth $289,709. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,233

Previous 2,452 31.85%

Holding current value

$289,709

Previous $238,000 20.59%

% of portfolio

0.12%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$87.85 - $98.6 $68,610 - $77,006	781 Added 31.85%	3,233 $287,000
Q3 2024 Oct 02, 2024	SELL	$82.97 - $98.97 $8,297 - $9,897	-100 Reduced 3.92%	2,452 $238,000
Q2 2024 Jul 09, 2024	BUY	$78.61 - $85.97 $22,482 - $24,587	286 Added 12.62%	2,552 $213,000
Q1 2024 Apr 08, 2024	BUY	$82.58 - $89.12 $37,986 - $40,995	460 Added 25.47%	2,266 $195,000
Q4 2023 Jan 04, 2024	BUY	$71.05 - $89.54 $13,854 - $17,460	195 Added 12.1%	1,806 $159,000
Q3 2023 Oct 20, 2023	SELL	$75.44 - $86.89 $3,017 - $3,475	-40 Reduced 2.42%	1,611 $121,000
Q2 2023 Jul 06, 2023	SELL	$78.4 - $83.98 $20,776 - $22,254	-265 Reduced 13.83%	1,651 $137,000
Q1 2023 Apr 05, 2023	SELL	$77.59 - $93.7 $926,657 - $1.12 Million	-11,943 Reduced 86.18%	1,916 $159,000
Q4 2022 Jan 17, 2023	SELL	$76.14 - $88.09 $36,927 - $42,723	-485 Reduced 3.38%	13,859 $0
Q3 2022 Oct 06, 2022	SELL	$79.28 - $102.13 $181,630 - $233,979	-2,291 Reduced 13.77%	14,344 $1.15 Million
Q2 2022 Jul 07, 2022	BUY	$87.04 - $112.5 $29,941 - $38,700	344 Added 2.11%	16,635 $1.52 Million
Q1 2022 Apr 08, 2022	BUY	$99.96 - $115.1 $183,126 - $210,863	1,832 Added 12.67%	16,291 $1.77 Million
Q4 2021 Jan 18, 2022	BUY	$102.53 - $116.01 $177,479 - $200,813	1,731 Added 13.6%	14,459 $1.68 Million
Q3 2021 Oct 05, 2021	BUY	$101.78 - $110.92 $229,819 - $250,457	2,258 Added 21.57%	12,728 $1.3 Million
Q2 2021 Jul 01, 2021	BUY	$93.53 - $105.5 $448,008 - $505,345	4,790 Added 84.33%	10,470 $0
Q1 2021 Apr 06, 2021	BUY	$81.97 - $92.98 $465,589 - $528,126	5,680 New	5,680 $522,000

Others Institutions Holding VNQ

# of Institutions

1,822

Shares Held

238M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Lowe Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History