Modern Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,969 shares of VNQ stock, worth $416,203. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,969
Previous 3,508 41.65%
Holding current value
$416,203
Previous $310 Million 32.87%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $120,649 - $130,204
1,461 Added 41.65%
4,969 $412 Million
Q4 2023

Feb 14, 2024
BUY
$71.05 - $89.54 $249,243 - $314,106
3,508 New
3,508 $310 Million

Others Institutions Holding VNQ

# of Institutions
1,756
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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