Mc Naughton Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Mc Naughton Wealth Management, LLC

  • $199 Million
  • Q1 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 4,782 shares of VNQ stock, worth $428,993. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,782
Previous 4,651 2.82%
Holding current value
$428,993
Previous $414,000 3.38%
% of portfolio
0.22%
Previous 0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$85.55 - $94.34 $11,207 - $12,358
131 Added 2.82%
4,782 $428,000
Q4 2024

Jan 13, 2025
BUY
$87.85 - $98.6 $3,514 - $3,944
40 Added 0.87%
4,651 $414,000
Q3 2024

Oct 04, 2024
SELL
$82.97 - $98.97 $11,035 - $13,163
-133 Reduced 2.8%
4,611 $449,000
Q2 2024

Jul 12, 2024
SELL
$78.61 - $85.97 $7,232 - $7,909
-92 Reduced 1.9%
4,744 $397,000
Q1 2024

Apr 12, 2024
SELL
$82.58 - $89.12 $51,117 - $55,165
-619 Reduced 11.35%
4,836 $418,000
Q4 2023

Jan 10, 2024
BUY
$71.05 - $89.54 $3,694 - $4,656
52 Added 0.96%
5,455 $482,000
Q3 2023

Oct 05, 2023
BUY
$75.44 - $86.89 $5,054 - $5,821
67 Added 1.26%
5,403 $408,000
Q2 2023

Aug 08, 2023
BUY
$78.4 - $83.98 $55,193 - $59,121
704 Added 15.2%
5,336 $445,000
Q4 2022

Jan 31, 2023
BUY
$76.14 - $88.09 $352,680 - $408,032
4,632 New
4,632 $382,000
Q3 2020

Oct 19, 2020
SELL
$76.31 - $83.64 $204,052 - $223,653
-2,674 Closed
0 $0
Q2 2020

Jul 20, 2020
SELL
$64.53 - $86.79 $137,577 - $185,036
-2,132 Reduced 44.36%
2,674 $210,000
Q1 2020

Apr 17, 2020
SELL
$56.91 - $99.57 $143,640 - $251,314
-2,524 Reduced 34.43%
4,806 $336,000
Q4 2019

Feb 14, 2020
BUY
$90.14 - $95.25 $660,726 - $698,182
7,330 New
7,330 $681,000

Others Institutions Holding VNQ

# of Institutions
1,921
Shares Held
235M
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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