Lumature Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 2,775 shares of VNQ stock, worth $254,273. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,775
Previous 2,517 10.25%
Holding current value
$254,273
Previous $209,000 10.53%
% of portfolio
0.14%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$78.4 - $83.98 $20,227 - $21,666
258 Added 10.25%
2,775 $231,000
Q1 2023

May 15, 2023
BUY
$77.59 - $93.7 $853 - $1,030
11 Added 0.44%
2,517 $209,000
Q4 2022

Feb 14, 2023
SELL
$76.14 - $88.09 $28,933 - $33,474
-380 Reduced 13.17%
2,506 $206,000
Q3 2022

Nov 10, 2022
SELL
$79.28 - $102.13 $1,189 - $1,531
-15 Reduced 0.52%
2,886 $231,000
Q2 2022

Aug 10, 2022
SELL
$87.04 - $112.5 $13,230 - $17,100
-152 Reduced 4.98%
2,901 $264,000
Q1 2022

May 13, 2022
SELL
$99.96 - $115.1 $24,190 - $27,854
-242 Reduced 7.34%
3,053 $331,000
Q4 2021

Feb 10, 2022
SELL
$102.53 - $116.01 $12,303 - $13,921
-120 Reduced 3.51%
3,295 $382,000
Q3 2021

Oct 29, 2021
BUY
$101.78 - $110.92 $9,363 - $10,204
92 Added 2.77%
3,415 $348,000
Q2 2021

Aug 10, 2021
SELL
$93.53 - $105.5 $30,958 - $34,920
-331 Reduced 9.06%
3,323 $338,000
Q1 2021

May 11, 2021
SELL
$81.97 - $92.98 $9,180 - $10,413
-112 Reduced 2.97%
3,654 $336,000
Q4 2020

Feb 08, 2021
BUY
$76.08 - $86.67 $286,517 - $326,399
3,766 New
3,766 $320,000

Others Institutions Holding VNQ

# of Institutions
1,906
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
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