Mc Clarren Financial Advisors, Inc. Vanguard Specialized Funds Van Transaction History

Mc Clarren Financial Advisors, Inc.

$153 Million
Q3 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 3,221 shares of VNQ stock, worth $291,693. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,221

Previous 2,897 11.18%

Holding current value

$291,693

Previous $258,000 13.95%

% of portfolio

0.19%

Previous 0.18%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$88.47 - $93.24 $28,664 - $30,209	324 Added 11.18%	3,221 $294,000
Q2 2025 Aug 07, 2025	BUY	$79.79 - $91.42 $27,048 - $30,991	339 Added 13.25%	2,897 $258,000
Q1 2025 May 09, 2025	BUY	$85.55 - $94.34 $218,836 - $241,321	2,558 New	2,558 $343,000
Q3 2024 Oct 18, 2024	BUY	$82.97 - $98.97 $98,817 - $117,873	1,191 Added 83.7%	2,614 $1.43 Million
Q2 2024 Jul 26, 2024	SELL	$78.61 - $85.97 $373,083 - $408,013	-4,746 Reduced 76.93%	1,423 $409,000
Q1 2024 Jul 26, 2024	BUY	$82.58 - $89.12 $380,858 - $411,021	4,612 Added 296.21%	6,169 $534,000
Q1 2024 May 03, 2024	SELL	$82.58 - $89.12 $377,390 - $407,278	-4,570 Reduced 74.59%	1,557 $534,000
Q4 2023 Feb 02, 2024	BUY	$71.05 - $89.54 $53,998 - $68,050	760 Added 14.16%	6,127 $541,000
Q3 2023 Nov 03, 2023	SELL	$75.44 - $86.89 $32,740 - $37,710	-434 Reduced 7.48%	5,367 $403,000
Q2 2023 Aug 04, 2023	SELL	$78.4 - $83.98 $112,190 - $120,175	-1,431 Reduced 19.79%	5,801 $484,000
Q1 2023 May 05, 2023	BUY	$77.59 - $93.7 $91,788 - $110,847	1,183 Added 19.56%	7,232 $590,000
Q4 2022 Jan 30, 2023	BUY	$76.14 - $88.09 $27,258 - $31,536	358 Added 6.29%	6,049 $498,000
Q3 2022 Oct 31, 2022	BUY	$79.28 - $102.13 $451,182 - $581,221	5,691 New	5,691 $456,000
Q2 2022 Aug 11, 2022	SELL	$87.04 - $112.5 $380,364 - $491,625	-4,370 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$99.96 - $115.1 $7,896 - $9,092	79 Added 1.84%	4,370 $471,000
Q4 2021 Jan 19, 2022	BUY	$102.53 - $116.01 $56,801 - $64,269	554 Added 14.82%	4,291 $498,000
Q3 2021 Oct 15, 2021	BUY	$101.78 - $110.92 $186,359 - $203,094	1,831 Added 96.07%	3,737 $380,000
Q2 2021 Jul 23, 2021	BUY	$93.53 - $105.5 $1,215 - $1,371	13 Added 0.69%	1,906 $192,000
Q1 2021 Apr 21, 2021	BUY	$81.97 - $92.98 $245 - $278	3 Added 0.16%	1,893 $173,000
Q4 2020 Jan 29, 2021	BUY	$76.08 - $86.67 $143,791 - $163,806	1,890 New	1,890 $160,000

Others Institutions Holding VNQ

# of Institutions

1,915

Shares Held

252M

Call Options Held

926K

Put Options Held

1.38M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Mc Clarren Financial Advisors, Inc. Vanguard Specialized Funds Van Transaction History