Lyell Wealth Management, LP Vanguard Specialized Funds Van Transaction History

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025

A detailed history of Lyell Wealth Management, LP transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lyell Wealth Management, LP holds 4,830 shares of VNQ stock, worth $441,558. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,830
Holding current value
$441,558
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$79.79 - $91.42 $385,385 - $441,558
4,830 New
4,830 $430,000
Q2 2022

Jul 28, 2022
BUY
$87.04 - $112.5 $26,112 - $33,750
300 Added 14.89%
2,315 $211,000
Q2 2021

Aug 09, 2021
BUY
$93.53 - $105.5 $188,462 - $212,582
2,015 New
2,015 $205,000

Others Institutions Holding VNQ

# of Institutions
1,911
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
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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