Mgo Private Wealth, LLC Vanguard Specialized Funds Van Transaction History

Mgo Private Wealth, LLC

  • $139 Million
  • Q3 2024

A detailed history of Mgo Private Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 7,570 shares of VNQ stock, worth $674,335. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,570
Previous 4,568 65.72%
Holding current value
$674,335
Previous $382,000 92.93%
% of portfolio
0.53%
Previous 0.24%

Shares

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

Nov 08, 2024
BUY
$82.97 - $98.97 $249,075 - $297,107
3,002 Added 65.72%
7,570 $737,000
Q2 2024

Aug 02, 2024
SELL
$78.61 - $85.97 $6,917 - $7,565
-88 Reduced 1.89%
4,568 $382,000
Q1 2024

Apr 18, 2024
BUY
$82.58 - $89.12 $1,569 - $1,693
19 Added 0.41%
4,656 $402,000
Q4 2023

Feb 05, 2024
BUY
$71.05 - $89.54 $4,618 - $5,820
65 Added 1.42%
4,637 $409,000
Q3 2023

Nov 01, 2023
BUY
$75.44 - $86.89 $24,442 - $28,152
324 Added 7.63%
4,572 $345,000
Q2 2023

Jul 13, 2023
BUY
$78.4 - $83.98 $333,043 - $356,747
4,248 New
4,248 $354,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
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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