Modern Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 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 4,850 shares of VNQ stock, worth $430,437. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,850
Previous 5,067 4.28%
Holding current value
$430,437
Previous $424 Million 11.32%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 05, 2024
SELL
$82.97 - $98.97 $18,004 - $21,476
-217 Reduced 4.28%
4,850 $472 Million
Q2 2024

Aug 07, 2024
BUY
$78.61 - $85.97 $7,703 - $8,425
98 Added 1.97%
5,067 $424 Million
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
1,825
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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