A detailed history of Mgb Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 2,225 shares of VNQ stock, worth $214,134. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,225
Previous 2,025 9.88%
Holding current value
$214,134
Previous $177 Million 22.39%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$82.97 - $98.97 $16,594 - $19,794
200 Added 9.88%
2,225 $217 Million
Q2 2024

Aug 12, 2024

BUY
$78.61 - $85.97 $7,861 - $8,597
100 Added 5.19%
2,025 $177 Million
Q1 2024

May 06, 2024

BUY
$82.58 - $89.12 $3,303 - $3,564
40 Added 2.12%
1,925 $166 Million
Q4 2023

Apr 22, 2024

BUY
$71.05 - $89.54 $133,929 - $168,782
1,885 New
1,885 $167 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.